+245.7%
ARM vs AMIX
-99.9%
+345.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.9% | +5.8% | +4.0% |
| 7D | +5.5% | -13.7% | +19.2% | +5.9% |
| 30D | -8.2% | -62.1% | +53.9% | -5.6% |
| 3M | -35.9% | -46.2% | +10.2% | -40.3% |
| 6M | +103.1% | -46.4% | +149.5% | +88.6% |
| YTD | +130.6% | -60.3% | +190.9% | +114.3% |
| 1Y | +86.1% | -79.7% | +165.7% | +73.2% |
| All | +245.7% | -99.9% | +345.5% | +116.1% |
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