-64.8%
CHTR vs AMIX
-99.9%
+35.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.2% | -7.9% | -8.1% |
| 7D | -15.8% | +1.6% | -17.3% | -15.8% |
| 30D | -12.7% | -50.8% | +38.2% | -11.8% |
| 3M | -1.1% | -46.3% | +45.2% | -4.8% |
| 6M | -39.9% | -49.9% | +9.9% | -42.2% |
| YTD | -35.9% | -60.4% | +24.6% | -38.1% |
| 1Y | -49.2% | -81.7% | +32.6% | -50.6% |
| All | -64.8% | -99.9% | +35.0% | -66.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling