+56.2%
COR vs AMIX
-100.0%
+156.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +33.0% |
| YTD | -0.7% | -86.8% | +86.2% | -0.3% |
| 1Y | -6.7% | -91.6% | +84.9% | -6.3% |
| All | +56.2% | -100.0% | +156.1% | +61.7% |
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