-28.0%
ORCL vs AMIX
-81.0%
+53.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.9% | +5.0% | +3.1% |
| 7D | +5.3% | -13.7% | +19.0% | +5.4% |
| 30D | +10.0% | -62.1% | +72.0% | +10.7% |
| 3M | -32.6% | -46.2% | +13.6% | -30.7% |
| 6M | +4.9% | -46.4% | +51.4% | +7.0% |
| YTD | -17.8% | -60.3% | +42.5% | -15.8% |
| 1Y | -28.0% | -79.7% | +51.7% | -19.8% |
| All | -28.0% | -81.0% | +53.0% | -19.8% |
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