+4.6%
EXC vs AMIX
-92.3%
+96.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.4% |
| 7D | +1.4% | -9.9% | +11.2% | +1.4% |
| 30D | +8.6% | -52.8% | +61.3% | +8.7% |
| 3M | +2.4% | -80.0% | +82.4% | +2.6% |
| 6M | +6.5% | -80.2% | +86.7% | +7.1% |
| YTD | +9.0% | -88.1% | +97.2% | +11.3% |
| 1Y | +4.6% | -91.1% | +95.6% | +7.1% |
| All | +4.6% | -92.3% | +96.9% | +7.1% |
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 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