+59.0%
COR vs AMIX
-100.0%
+159.0%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -5.6% | +1.5% | -4.1% |
| 7D | +2.8% | -25.5% | +28.3% | +2.7% |
| 30D | +7.4% | -56.2% | +63.6% | +7.2% |
| 3M | +7.3% | -87.4% | +94.7% | +7.0% |
| 6M | +11.5% | -80.9% | +92.4% | +11.9% |
| YTD | +1.2% | -86.8% | +88.0% | +1.5% |
| 1Y | -3.3% | -91.3% | +88.0% | -2.9% |
| All | +59.0% | -100.0% | +159.0% | +64.6% |
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