+19.0%
MSCI vs AMIX
-92.3%
+111.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.0% | +8.4% | +5.4% |
| 7D | +11.5% | -25.1% | +36.6% | +11.4% |
| 30D | +22.1% | -54.5% | +76.6% | +22.0% |
| 3M | +18.4% | -91.7% | +110.2% | +18.3% |
| 6M | +16.6% | -79.4% | +96.1% | +17.2% |
| YTD | +18.8% | -86.1% | +104.9% | +19.0% |
| 1Y | +19.0% | -91.6% | +110.5% | +18.6% |
| All | +19.0% | -92.3% | +111.3% | +18.6% |
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