-50.7%
COIN vs AMIX
-92.3%
+41.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -3.0% | +7.2% | +4.2% |
| 7D | -6.7% | -25.1% | +18.5% | -6.4% |
| 30D | -19.5% | -54.5% | +35.0% | -19.0% |
| 3M | +0.5% | -91.7% | +92.3% | +2.4% |
| 6M | -25.4% | -79.4% | +54.1% | -22.9% |
| YTD | -33.0% | -86.1% | +53.1% | -31.9% |
| 1Y | -50.7% | -91.6% | +40.9% | -50.5% |
| All | -50.7% | -92.3% | +41.6% | -50.5% |
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