+89.0%
GOOGL vs AMIX
-99.9%
+188.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.8% | -9.1% | -0.3% |
| 7D | +2.6% | +11.4% | -8.8% | +2.5% |
| 30D | -18.3% | -40.5% | +22.2% | -18.0% |
| 3M | -19.6% | -80.1% | +60.5% | -18.7% |
| 6M | -28.2% | -74.8% | +46.6% | -28.6% |
| YTD | -8.0% | -84.0% | +76.0% | -7.9% |
| 1Y | -0.7% | -89.7% | +89.0% | -0.2% |
| All | +89.0% | -99.9% | +188.9% | +90.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling