-4.6%
EXPE vs AMIX
-89.3%
+84.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +8.8% | -10.9% | -2.2% |
| 7D | -11.2% | +11.4% | -22.6% | -11.3% |
| 30D | -7.5% | -40.5% | +33.1% | -7.0% |
| 3M | -19.1% | -80.1% | +61.0% | -17.8% |
| 6M | +10.7% | -74.8% | +85.6% | +7.8% |
| YTD | -9.9% | -84.0% | +74.1% | -15.2% |
| 1Y | -4.6% | -89.7% | +85.1% | -12.3% |
| All | -4.6% | -89.3% | +84.6% | -12.3% |
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