+1.8%
LOW vs AMIX
-90.1%
+91.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +11.8% | -8.5% | +3.3% |
| 7D | +6.4% | +1.2% | +5.2% | +6.4% |
| 30D | +25.6% | -45.3% | +70.9% | +25.9% |
| 3M | +4.6% | -83.1% | +87.6% | +5.5% |
| 6M | +2.5% | -76.9% | +79.4% | +0.8% |
| YTD | -1.6% | -85.3% | +83.6% | -4.0% |
| All | +1.8% | -90.1% | +91.9% | -1.2% |
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