+3.7%
F vs AMIX
-92.3%
+96.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.0% | +5.9% | +2.9% |
| 7D | +6.0% | -25.1% | +31.1% | +6.0% |
| 30D | +4.3% | -54.5% | +58.8% | +4.2% |
| 3M | -10.1% | -91.7% | +81.7% | -10.4% |
| 6M | +12.8% | -79.4% | +92.2% | +13.0% |
| YTD | -0.1% | -86.1% | +86.0% | -1.1% |
| 1Y | +3.7% | -91.6% | +95.2% | +1.5% |
| All | +3.7% | -92.3% | +96.0% | +1.5% |
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 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