+11.7%
GS vs AMIX
-91.8%
+103.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -5.6% | -0.8% | -6.3% |
| 7D | -6.3% | -25.5% | +19.2% | -6.2% |
| 30D | -3.1% | -56.2% | +53.0% | -2.7% |
| 3M | -17.7% | -87.4% | +69.8% | -16.8% |
| 6M | -4.6% | -80.9% | +76.3% | -2.5% |
| YTD | +0.3% | -86.8% | +87.1% | +2.0% |
| 1Y | +11.7% | -91.3% | +103.1% | +13.4% |
| All | +11.7% | -91.8% | +103.5% | +13.4% |
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 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