+33.2%
COST vs AMIX
-99.9%
+133.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.6% |
| 7D | -3.2% | -3.4% | +0.2% | -3.2% |
| 30D | -4.0% | -54.4% | +50.4% | -4.0% |
| 3M | -6.5% | -45.7% | +39.3% | -6.2% |
| 6M | -8.5% | -49.2% | +40.6% | -8.2% |
| YTD | +6.0% | -60.3% | +66.4% | +6.5% |
| 1Y | -5.8% | -81.4% | +75.6% | -5.2% |
| All | +33.2% | -99.9% | +133.0% | +37.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling