+56.8%
COP vs AMIX
-91.8%
+148.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -20.0% | +21.7% | +1.6% |
| 7D | +0.7% | -8.1% | +8.7% | +0.7% |
| 30D | +0.2% | -52.3% | +52.5% | 0.0% |
| 3M | +10.2% | -83.8% | +94.0% | +9.6% |
| 6M | +20.1% | -79.0% | +99.1% | +17.3% |
| YTD | +50.5% | -87.2% | +137.7% | +45.3% |
| 1Y | +56.8% | -91.7% | +148.5% | +50.2% |
| All | +56.8% | -91.8% | +148.6% | +50.2% |
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