+31.9%
COP vs AMIX
-100.0%
+131.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.6% | +4.5% | -1.1% |
| 7D | -9.7% | -25.5% | +15.8% | -9.7% |
| 30D | +4.7% | -56.2% | +60.9% | +4.6% |
| 3M | +18.5% | -87.4% | +106.0% | +18.3% |
| 6M | +11.4% | -80.9% | +92.3% | +11.5% |
| YTD | +47.9% | -86.8% | +134.7% | +48.3% |
| 1Y | +59.3% | -91.3% | +150.7% | +59.8% |
| All | +31.9% | -100.0% | +131.9% | +38.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling