+4.5%
CPNG vs AMIX
-100.0%
+104.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.7% |
| 7D | -6.8% | -9.9% | +3.1% | -6.7% |
| 30D | +5.5% | -52.8% | +58.2% | +6.0% |
| 3M | -6.8% | -80.0% | +73.3% | -5.7% |
| 6M | -4.8% | -80.2% | +75.4% | -5.1% |
| YTD | -35.6% | -88.1% | +52.5% | -35.6% |
| 1Y | -46.8% | -91.1% | +44.3% | -46.7% |
| All | +4.5% | -100.0% | +104.5% | +2.5% |
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