-39.8%
COIN vs AMIX
-81.0%
+41.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.9% | -2.3% | -4.2% |
| 7D | +3.4% | -13.7% | +17.1% | +3.5% |
| 30D | +23.2% | -62.1% | +85.2% | +24.1% |
| 3M | +12.5% | -46.2% | +58.7% | +17.0% |
| 6M | -11.6% | -46.4% | +34.8% | -8.3% |
| YTD | -18.4% | -60.3% | +41.9% | -15.7% |
| 1Y | -39.8% | -79.7% | +39.9% | -27.1% |
| All | -39.8% | -81.0% | +41.2% | -27.1% |
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