+57.4%
MAR vs AMIX
-92.3%
+149.7%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.0% | +5.1% | +2.0% |
| 7D | +7.7% | -25.1% | +32.8% | +7.7% |
| 30D | +19.4% | -54.5% | +73.9% | +19.2% |
| 3M | +23.3% | -91.7% | +115.1% | +22.7% |
| 6M | +22.8% | -79.4% | +102.3% | +23.7% |
| YTD | +37.8% | -86.1% | +123.8% | +37.5% |
| 1Y | +57.4% | -91.6% | +148.9% | +55.9% |
| All | +57.4% | -92.3% | +149.7% | +55.9% |
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