+26.0%
C vs AMIX
-92.3%
+118.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.0% | +4.7% | +1.7% |
| 7D | +1.1% | -25.1% | +26.2% | +1.2% |
| 30D | -2.4% | -54.5% | +52.1% | -2.1% |
| 3M | -8.4% | -91.7% | +83.4% | -7.4% |
| 6M | +0.3% | -79.4% | +79.8% | +2.0% |
| YTD | +9.1% | -86.1% | +95.2% | +9.8% |
| 1Y | +26.0% | -91.6% | +117.6% | +25.8% |
| All | +26.0% | -92.3% | +118.4% | +25.8% |
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