+158.6%
GS vs AMIX
-99.9%
+258.5%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.0% | +6.6% | +3.6% |
| 7D | +0.3% | -25.1% | +25.4% | +0.5% |
| 30D | +3.9% | -54.5% | +58.4% | +4.5% |
| 3M | -11.4% | -91.7% | +80.3% | -9.9% |
| 6M | +3.7% | -79.4% | +83.1% | +3.4% |
| YTD | +7.1% | -86.1% | +93.2% | +7.3% |
| 1Y | +19.7% | -91.6% | +111.2% | +20.5% |
| All | +158.6% | -99.9% | +258.5% | +179.7% |
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