+9.1%
IR vs AMIX
-92.3%
+101.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | -0.4% |
| 7D | +11.6% | -25.1% | +36.7% | +11.7% |
| 30D | +7.2% | -54.5% | +61.7% | +7.4% |
| 3M | -5.9% | -91.7% | +85.9% | -5.1% |
| 6M | +11.5% | -79.4% | +90.9% | +11.6% |
| YTD | +6.3% | -86.1% | +92.4% | +5.9% |
| 1Y | +9.1% | -91.6% | +100.7% | +7.9% |
| All | +9.1% | -92.3% | +101.4% | +7.9% |
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