+52.4%
GEV vs AMIX
-92.3%
+144.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.0% | -6.3% | -9.3% |
| 7D | -5.1% | -25.1% | +20.0% | -5.1% |
| 30D | -15.8% | -54.5% | +38.7% | -15.8% |
| 3M | -18.2% | -91.7% | +73.6% | -18.1% |
| 6M | -22.4% | -79.4% | +57.1% | -20.7% |
| YTD | +27.7% | -86.1% | +113.8% | +29.9% |
| 1Y | +52.4% | -91.6% | +143.9% | +54.5% |
| All | +52.4% | -92.3% | +144.7% | +54.5% |
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