+6.4%
CI vs AMIX
-100.0%
+106.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.6% | +4.3% | -1.3% |
| 7D | +1.0% | -25.5% | +26.5% | +0.8% |
| 30D | +9.9% | -56.2% | +66.1% | +9.3% |
| 3M | +12.1% | -87.4% | +99.5% | +10.7% |
| 6M | +10.6% | -80.9% | +91.5% | +12.0% |
| YTD | +11.4% | -86.8% | +98.2% | +12.6% |
| 1Y | +18.8% | -91.3% | +110.1% | +19.9% |
| All | +6.4% | -100.0% | +106.4% | +11.3% |
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 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