+138.2%
C vs AMIX
-100.0%
+238.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.6% | +0.5% | -5.0% |
| 7D | -5.3% | -25.5% | +20.2% | -5.1% |
| 30D | -7.3% | -56.2% | +48.9% | -6.8% |
| 3M | -13.5% | -87.4% | +74.0% | -12.4% |
| 6M | -6.5% | -80.9% | +74.4% | -6.8% |
| YTD | +3.6% | -86.8% | +90.4% | +3.6% |
| 1Y | +18.9% | -91.3% | +110.2% | +19.1% |
| All | +138.2% | -100.0% | +238.1% | +154.3% |
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