+64.1%
COP vs AMIX
-91.4%
+155.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -11.5% | -16.0% | +4.5% | -11.6% |
| 30D | +5.0% | -55.4% | +60.4% | +4.6% |
| 3M | +17.5% | -87.5% | +105.0% | +16.7% |
| 6M | +16.2% | -81.2% | +97.4% | +13.2% |
| YTD | +48.8% | -86.8% | +135.6% | +43.8% |
| 1Y | +64.1% | -91.6% | +155.7% | +57.4% |
| All | +64.1% | -91.4% | +155.5% | +57.4% |
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