+7.0%
CI vs AMIX
-99.9%
+106.9%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.8% | -6.3% | +2.6% |
| 7D | +2.6% | +11.4% | -8.8% | +2.7% |
| 30D | +7.3% | -40.5% | +47.8% | +7.0% |
| 3M | +9.5% | -80.1% | +89.6% | +8.4% |
| 6M | +6.4% | -74.8% | +81.3% | +7.9% |
| YTD | +12.0% | -84.0% | +96.0% | +13.4% |
| 1Y | +20.1% | -89.7% | +109.8% | +21.4% |
| All | +7.0% | -99.9% | +106.9% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling