+48.7%
GM vs AMIX
-80.5%
+129.2%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | +0.4% | -3.4% | +3.8% | +0.4% |
| 30D | -1.8% | -54.4% | +52.5% | -1.8% |
| 3M | +2.6% | -45.7% | +48.4% | +2.9% |
| 6M | +14.6% | -49.2% | +63.7% | +14.1% |
| YTD | +6.2% | -60.3% | +66.5% | +4.4% |
| 1Y | +48.7% | -81.4% | +130.0% | +45.1% |
| All | +48.7% | -80.5% | +129.2% | +45.1% |
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 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