+57.7%
GEV vs AMIX
-81.0%
+138.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | 0.0% |
| 7D | +3.3% | -13.7% | +17.0% | +3.3% |
| 30D | -7.5% | -62.1% | +54.6% | -7.3% |
| 3M | -2.2% | -46.2% | +44.0% | +0.9% |
| 6M | +12.1% | -46.4% | +58.5% | +15.4% |
| YTD | +44.4% | -60.3% | +104.7% | +49.3% |
| 1Y | +57.7% | -79.7% | +137.3% | +81.0% |
| All | +57.7% | -81.0% | +138.7% | +81.0% |
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