+4.4%
GOOGL vs AMIX
-92.3%
+96.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.0% | +6.2% | +3.2% |
| 7D | -11.1% | -25.1% | +14.0% | -10.9% |
| 30D | -16.6% | -54.5% | +37.9% | -16.2% |
| 3M | -23.4% | -91.7% | +68.3% | -22.3% |
| 6M | -24.5% | -79.4% | +54.9% | -22.5% |
| YTD | -7.5% | -86.1% | +78.6% | -3.2% |
| 1Y | +4.4% | -91.6% | +95.9% | +11.1% |
| All | +4.4% | -92.3% | +96.7% | +11.1% |
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