+13.7%
MSCI vs AMIX
-90.1%
+103.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.8% | -11.0% | +0.9% |
| 7D | +1.5% | +1.2% | +0.3% | +1.5% |
| 30D | +14.4% | -45.3% | +59.7% | +14.3% |
| 3M | +15.2% | -83.1% | +98.3% | +15.1% |
| 6M | +11.2% | -76.9% | +88.1% | +11.8% |
| YTD | +13.9% | -85.3% | +99.2% | +14.1% |
| All | +13.7% | -90.1% | +103.8% | +13.4% |
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