-1.9%
CAT vs AMIX
-91.8%
+89.9%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.6% | -0.8% | -6.3% |
| 7D | -14.5% | -25.5% | +11.0% | -14.2% |
| 30D | -35.7% | -56.2% | +20.5% | -35.1% |
| 3M | -36.3% | -87.4% | +51.1% | -34.9% |
| 6M | -38.5% | -80.9% | +42.4% | -37.4% |
| YTD | -2.5% | -86.8% | +84.3% | -0.5% |
| 1Y | -1.9% | -91.3% | +89.4% | +0.5% |
| All | -1.9% | -91.8% | +89.9% | +0.5% |
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 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