+9.3%
CAT vs AMIX
-92.3%
+101.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -0.9% |
| 7D | +7.4% | -9.9% | +17.3% | +7.5% |
| 30D | -19.7% | -52.8% | +33.1% | -19.1% |
| 3M | -29.6% | -80.0% | +50.4% | -28.5% |
| 6M | -33.2% | -80.2% | +47.0% | -32.3% |
| YTD | +5.7% | -88.1% | +93.8% | +7.2% |
| 1Y | +9.3% | -91.1% | +100.4% | +11.2% |
| All | +9.3% | -92.3% | +101.6% | +11.2% |
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