+43.4%
ON vs AMIX
-89.3%
+132.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.8% | -8.1% | +0.7% |
| 7D | -4.1% | +11.4% | -15.6% | -4.2% |
| 30D | -10.2% | -40.5% | +30.3% | -10.1% |
| 3M | -12.7% | -80.1% | +67.3% | -12.6% |
| 6M | -32.5% | -74.8% | +42.3% | -29.2% |
| YTD | +28.6% | -84.0% | +112.5% | +34.1% |
| 1Y | +43.4% | -89.7% | +133.1% | +48.8% |
| All | +43.4% | -89.3% | +132.7% | +48.8% |
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