+141.0%
CAH vs AMIX
-99.9%
+240.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.6% |
| 7D | +5.4% | -13.7% | +19.1% | +5.4% |
| 30D | +3.3% | -62.1% | +65.4% | +3.1% |
| 3M | +22.8% | -46.2% | +69.0% | +23.7% |
| 6M | +11.3% | -46.4% | +57.7% | +12.1% |
| YTD | +21.1% | -60.3% | +81.4% | +22.0% |
| 1Y | +67.2% | -79.7% | +146.9% | +68.4% |
| All | +141.0% | -99.9% | +240.9% | +138.5% |
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