+29.0%
F vs AMIX
-100.0%
+129.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.6% | +4.5% | -1.1% |
| 7D | +1.4% | -25.5% | +26.9% | +1.5% |
| 30D | +2.0% | -56.2% | +58.2% | +2.3% |
| 3M | -10.4% | -87.4% | +77.1% | -9.9% |
| 6M | +9.7% | -80.9% | +90.6% | +10.2% |
| YTD | -1.2% | -86.8% | +85.7% | -0.3% |
| 1Y | 0.0% | -91.3% | +91.4% | +1.2% |
| All | +29.0% | -100.0% | +129.0% | +41.9% |
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