-2.4%
AZN vs AMIX
-81.1%
+78.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -2.9% | +1.6% | -4.5% | -2.9% |
| 30D | -3.1% | -50.8% | +47.7% | -3.2% |
| 3M | -14.4% | -46.3% | +31.8% | -12.8% |
| 6M | -19.5% | -49.9% | +30.4% | -18.0% |
| YTD | -13.8% | -60.4% | +46.7% | -11.8% |
| 1Y | -2.4% | -81.7% | +79.3% | +8.8% |
| All | -2.4% | -81.1% | +78.7% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling