+24.0%
IJR vs AMIX
-81.0%
+105.0%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.4% |
| 7D | -0.2% | -13.7% | +13.6% | -0.1% |
| 30D | -2.4% | -62.1% | +59.6% | -2.1% |
| 3M | +3.9% | -46.2% | +50.1% | +3.6% |
| 6M | +12.4% | -46.4% | +58.8% | +11.8% |
| YTD | +21.5% | -60.3% | +81.8% | +20.3% |
| 1Y | +24.0% | -79.7% | +103.6% | +27.9% |
| All | +24.0% | -81.0% | +105.0% | +27.9% |
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