+145.9%
CMI vs AMIX
-99.9%
+245.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.1% |
| 7D | +1.9% | -3.4% | +5.3% | +1.9% |
| 30D | -12.5% | -54.4% | +41.9% | -12.7% |
| 3M | -16.2% | -45.7% | +29.5% | -14.7% |
| 6M | +4.9% | -49.2% | +54.0% | +6.8% |
| YTD | +11.1% | -60.3% | +71.5% | +13.3% |
| 1Y | +43.4% | -81.4% | +124.7% | +46.7% |
| All | +145.9% | -99.9% | +245.7% | +158.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling