+12.0%
MSCI vs AMIX
-91.4%
+103.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +2.8% | -16.0% | +18.9% | +2.8% |
| 30D | +15.4% | -55.4% | +70.8% | +15.4% |
| 3M | +13.4% | -87.5% | +100.9% | +13.3% |
| 6M | +10.9% | -81.2% | +92.1% | +11.4% |
| YTD | +13.0% | -86.8% | +99.8% | +13.0% |
| 1Y | +12.0% | -91.6% | +103.6% | +11.6% |
| All | +12.0% | -91.4% | +103.4% | +11.6% |
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