+1.0%
ON vs AMIX
-100.0%
+100.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -8.4% | +8.6% | +0.2% |
| 7D | +17.0% | -10.9% | +27.9% | +17.0% |
| 30D | -3.9% | -55.0% | +51.1% | -3.8% |
| 3M | -11.5% | -82.0% | +70.5% | -11.3% |
| 6M | -29.2% | -80.4% | +51.3% | -28.7% |
| YTD | +36.2% | -88.3% | +124.4% | +36.9% |
| 1Y | +49.6% | -92.4% | +142.0% | +50.3% |
| All | +1.0% | -100.0% | +100.9% | -12.1% |
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