+87.3%
GOOGL vs AMIX
-100.0%
+187.2%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.8% | -16.0% | +17.8% | +1.9% |
| 30D | -18.8% | -55.4% | +36.7% | -18.3% |
| 3M | -20.3% | -87.5% | +67.2% | -19.2% |
| 6M | -28.4% | -81.2% | +52.8% | -28.5% |
| YTD | -8.8% | -86.8% | +78.0% | -8.6% |
| 1Y | +0.3% | -91.6% | +91.9% | +0.9% |
| All | +87.3% | -100.0% | +187.2% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling