-4.7%
ON vs AMIX
-99.9%
+95.3%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.8% | -8.1% | +0.7% |
| 7D | -4.1% | +11.4% | -15.6% | -4.1% |
| 30D | -10.2% | -40.5% | +30.3% | -10.2% |
| 3M | -12.7% | -80.1% | +67.3% | -12.6% |
| 6M | -32.5% | -74.8% | +42.3% | -32.2% |
| YTD | +28.6% | -84.0% | +112.5% | +29.2% |
| 1Y | +43.4% | -89.7% | +133.1% | +44.0% |
| All | -4.7% | -99.9% | +95.3% | -17.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling