-68.2%
CHTR vs AMIX
-99.9%
+31.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.8% | -9.2% | +2.5% |
| 7D | +4.9% | +1.2% | +3.7% | +4.9% |
| 30D | +17.2% | -45.3% | +62.6% | +18.4% |
| 3M | -20.6% | -83.1% | +62.5% | -18.4% |
| 6M | -21.7% | -76.9% | +55.1% | -23.7% |
| YTD | -41.9% | -85.3% | +43.3% | -43.1% |
| 1Y | -44.9% | -89.8% | +44.9% | -45.9% |
| All | -68.2% | -99.9% | +31.8% | -69.1% |
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