+57.6%
CB vs AMIX
-100.0%
+157.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.6% | +4.9% | -0.7% |
| 7D | +2.6% | -25.5% | +28.1% | +2.6% |
| 30D | +11.2% | -56.2% | +67.4% | +11.3% |
| 3M | +5.7% | -87.4% | +93.2% | +5.9% |
| 6M | +15.9% | -80.9% | +96.8% | +16.0% |
| YTD | +20.2% | -86.8% | +107.0% | +20.5% |
| 1Y | +32.4% | -91.3% | +123.7% | +33.0% |
| All | +57.6% | -100.0% | +157.5% | +64.9% |
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