+128.6%
ARM vs AMIX
-100.0%
+228.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.1% | -5.6% | -7.5% | -12.9% |
| 7D | -27.1% | -25.5% | -1.6% | -26.4% |
| 30D | -44.9% | -56.2% | +11.3% | -43.4% |
| 3M | -39.3% | -87.4% | +48.2% | -35.2% |
| 6M | -20.2% | -80.9% | +60.7% | -23.1% |
| YTD | +52.5% | -86.8% | +139.4% | +47.0% |
| 1Y | +4.1% | -91.3% | +95.4% | +0.5% |
| All | +128.6% | -100.0% | +228.6% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMIX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling