-61.7%
CHTR vs AMIX
-99.9%
+38.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.1% |
| 7D | -0.3% | -3.4% | +3.1% | -0.3% |
| 30D | -4.5% | -54.4% | +49.9% | -3.4% |
| 3M | +10.2% | -45.7% | +56.0% | +6.1% |
| 6M | -37.2% | -49.2% | +11.9% | -39.6% |
| YTD | -30.2% | -60.3% | +30.2% | -32.7% |
| 1Y | -44.8% | -81.4% | +36.6% | -46.4% |
| All | -61.7% | -99.9% | +38.1% | -63.4% |
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 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