+48.3%
MAR vs AMIX
-91.8%
+140.1%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -20.0% | +20.2% | +0.2% |
| 7D | +1.0% | -8.1% | +9.1% | +1.0% |
| 30D | +16.2% | -52.3% | +68.5% | +16.1% |
| 3M | +23.1% | -83.8% | +106.8% | +22.7% |
| 6M | +22.0% | -79.0% | +100.9% | +23.3% |
| YTD | +39.2% | -87.2% | +126.3% | +39.9% |
| 1Y | +48.3% | -91.7% | +140.0% | +48.4% |
| All | +48.3% | -91.8% | +140.1% | +48.4% |
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