+122.6%
GOOGL vs AMIX
-99.9%
+222.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -1.1% |
| 7D | -2.3% | -13.7% | +11.4% | -2.2% |
| 30D | -6.6% | -62.1% | +55.5% | -6.0% |
| 3M | -8.9% | -46.2% | +37.2% | -9.7% |
| 6M | +11.9% | -46.4% | +58.3% | +10.8% |
| YTD | +8.3% | -60.3% | +68.6% | +7.8% |
| 1Y | +46.2% | -79.7% | +125.9% | +46.3% |
| All | +122.6% | -99.9% | +222.4% | +122.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling