+202.9%
B vs AMIX
-99.9%
+302.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -2.2% |
| 7D | -1.6% | -13.7% | +12.1% | -1.6% |
| 30D | +9.4% | -62.1% | +71.5% | +9.7% |
| 3M | +5.0% | -46.2% | +51.1% | +3.8% |
| 6M | -3.5% | -46.4% | +42.9% | -4.7% |
| YTD | +4.5% | -60.3% | +64.7% | +3.2% |
| 1Y | +67.8% | -79.7% | +147.4% | +65.6% |
| All | +202.9% | -99.9% | +302.7% | +216.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling