-46.9%
CPNG vs AMIX
-92.3%
+45.4%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -3.0% | +15.0% | +12.0% |
| 7D | +20.8% | -25.1% | +46.0% | +21.1% |
| 30D | +20.1% | -54.5% | +74.6% | +20.8% |
| 3M | +1.6% | -91.7% | +93.4% | +3.6% |
| 6M | -15.8% | -79.4% | +63.6% | -13.0% |
| YTD | -27.7% | -86.1% | +58.3% | -25.1% |
| 1Y | -46.9% | -91.6% | +44.6% | -44.6% |
| All | -46.9% | -92.3% | +45.4% | -44.6% |
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 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