+21.1%
GM vs AMIX
-92.5%
+113.6%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -8.4% | +5.5% | -3.0% |
| 7D | -3.4% | -10.9% | +7.4% | -3.4% |
| 30D | +2.7% | -55.0% | +57.7% | +2.7% |
| 3M | -0.4% | -82.0% | +81.6% | -0.2% |
| 6M | +13.3% | -80.4% | +93.8% | +14.0% |
| YTD | +6.8% | -88.3% | +95.0% | +5.2% |
| 1Y | +21.1% | -92.4% | +113.5% | +17.9% |
| All | +21.1% | -92.5% | +113.6% | +17.9% |
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 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