+145.3%
C vs AMIX
-99.9%
+245.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.8% | -9.4% | +2.4% |
| 7D | -0.9% | +1.2% | -2.1% | -0.9% |
| 30D | -5.4% | -45.3% | +39.9% | -5.0% |
| 3M | -9.2% | -83.1% | +73.9% | -8.2% |
| 6M | -1.8% | -76.9% | +75.0% | -2.3% |
| YTD | +6.7% | -85.3% | +92.0% | +6.6% |
| 1Y | +23.5% | -89.8% | +113.3% | +23.6% |
| All | +145.3% | -99.9% | +245.2% | +161.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling