-46.6%
CHTR vs AMIX
-82.5%
+35.9%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -4.0% | +9.0% | +5.1% |
| 7D | -7.1% | -6.3% | -0.8% | -7.0% |
| 30D | -10.9% | -51.9% | +41.1% | -9.9% |
| 3M | +2.0% | -44.9% | +46.9% | -1.5% |
| 6M | -35.9% | -47.9% | +12.0% | -38.2% |
| YTD | -32.7% | -62.0% | +29.4% | -35.1% |
| 1Y | -46.6% | -82.0% | +35.4% | -46.4% |
| All | -46.6% | -82.5% | +35.9% | -46.4% |
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