+12.1%
CI vs AMIX
-92.3%
+104.4%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.3% |
| 7D | +1.2% | -9.9% | +11.0% | +1.1% |
| 30D | +2.6% | -52.8% | +55.3% | +2.1% |
| 3M | +7.4% | -80.0% | +87.5% | +6.4% |
| 6M | -0.1% | -80.2% | +80.1% | +1.5% |
| YTD | +9.7% | -88.1% | +97.9% | +12.0% |
| 1Y | +12.1% | -91.1% | +103.2% | +14.4% |
| All | +12.1% | -92.3% | +104.4% | +14.4% |
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