+11.7%
CMI vs AMIX
-92.3%
+104.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.0% | -2.8% | -5.8% |
| 7D | -11.2% | -25.1% | +13.9% | -11.4% |
| 30D | -9.8% | -54.5% | +44.7% | -10.3% |
| 3M | -25.5% | -91.7% | +66.2% | -26.6% |
| 6M | -27.7% | -79.4% | +51.8% | -25.1% |
| YTD | -6.6% | -86.1% | +79.4% | -4.1% |
| 1Y | +11.7% | -91.6% | +103.2% | +13.8% |
| All | +11.7% | -92.3% | +104.0% | +13.8% |
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