-2.5%
IBM vs AMIX
-81.0%
+78.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.0% | +0.1% |
| 7D | -0.3% | -13.7% | +13.4% | -0.1% |
| 30D | +0.3% | -62.1% | +62.3% | +1.3% |
| 3M | -21.6% | -46.2% | +24.6% | -20.0% |
| 6M | -4.7% | -46.4% | +41.7% | -3.5% |
| YTD | -19.1% | -60.3% | +41.2% | -18.1% |
| 1Y | -2.5% | -79.7% | +77.2% | +4.7% |
| All | -2.5% | -81.0% | +78.5% | +4.7% |
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 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