+50.0%
EXPE vs AMIX
-92.3%
+142.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -3.0% | +13.5% | +10.6% |
| 7D | +14.6% | -25.1% | +39.8% | +15.0% |
| 30D | +21.4% | -54.5% | +75.9% | +22.3% |
| 3M | +1.4% | -91.7% | +93.1% | +3.7% |
| 6M | +28.6% | -79.4% | +108.0% | +24.8% |
| YTD | +12.1% | -86.1% | +98.2% | +4.8% |
| 1Y | +50.0% | -91.6% | +141.6% | +36.0% |
| All | +50.0% | -92.3% | +142.3% | +36.0% |
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