+36.7%
CAH vs AMIX
-91.8%
+128.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -20.0% | +20.2% | +0.2% |
| 7D | +5.9% | -8.1% | +14.0% | +5.9% |
| 30D | +16.5% | -52.3% | +68.8% | +16.4% |
| 3M | +15.7% | -83.8% | +99.5% | +15.4% |
| 6M | +52.7% | -79.0% | +131.7% | +54.5% |
| YTD | +36.3% | -87.2% | +123.5% | +38.4% |
| 1Y | +36.7% | -91.7% | +128.4% | +39.0% |
| All | +36.7% | -91.8% | +128.6% | +39.0% |
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 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