+24.2%
IJR vs AMIX
-92.3%
+116.5%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -3.0% | +4.3% | +1.3% |
| 7D | +2.3% | -25.1% | +27.4% | +2.4% |
| 30D | +2.8% | -54.5% | +57.3% | +3.1% |
| 3M | -4.6% | -91.7% | +87.1% | -4.0% |
| 6M | +5.7% | -79.4% | +85.1% | +5.1% |
| YTD | +19.9% | -86.1% | +106.0% | +18.3% |
| 1Y | +24.2% | -91.6% | +115.7% | +21.5% |
| All | +24.2% | -92.3% | +116.5% | +21.5% |
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