+50.5%
F vs AMIX
-99.9%
+150.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.5% |
| 7D | +5.3% | -13.7% | +19.1% | +5.4% |
| 30D | +4.6% | -62.1% | +66.7% | +4.8% |
| 3M | -3.7% | -46.2% | +42.5% | -3.3% |
| 6M | +16.8% | -46.4% | +63.2% | +17.0% |
| YTD | +15.3% | -60.3% | +75.6% | +16.0% |
| 1Y | +31.0% | -79.7% | +110.7% | +32.7% |
| All | +50.5% | -99.9% | +150.4% | +65.1% |
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 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