-6.7%
COR vs AMIX
-91.4%
+84.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +0.8% | -16.0% | +16.8% | +0.8% |
| 30D | +5.1% | -55.4% | +60.6% | +5.0% |
| 3M | +2.8% | -87.5% | +90.3% | +2.5% |
| 6M | +32.5% | -81.2% | +113.7% | +33.2% |
| YTD | -0.7% | -86.8% | +86.2% | +0.3% |
| 1Y | -6.7% | -91.6% | +84.9% | -5.4% |
| All | -6.7% | -91.4% | +84.7% | -5.4% |
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