+29.7%
ON vs AMIX
-91.4%
+121.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -11.7% | -16.0% | +4.4% | -11.6% |
| 30D | -23.3% | -55.4% | +32.2% | -23.2% |
| 3M | -19.2% | -87.5% | +68.3% | -18.9% |
| 6M | -40.1% | -81.2% | +41.1% | -37.2% |
| YTD | +16.9% | -86.8% | +103.8% | +22.3% |
| 1Y | +29.7% | -91.6% | +121.3% | +35.2% |
| All | +29.7% | -91.4% | +121.1% | +35.2% |
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