-51.7%
ORCL vs AMIX
-91.4%
+39.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -11.2% | -16.0% | +4.9% | -11.0% |
| 30D | -18.8% | -55.4% | +36.6% | -18.3% |
| 3M | -18.8% | -87.5% | +68.7% | -17.5% |
| 6M | -39.7% | -81.2% | +41.5% | -38.3% |
| YTD | -39.6% | -86.8% | +47.2% | -38.6% |
| 1Y | -51.7% | -91.6% | +39.8% | -51.0% |
| All | -51.7% | -91.4% | +39.6% | -51.0% |
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