+4.5%
ORCL vs AMIX
-100.0%
+104.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.6% | -1.3% | -6.9% |
| 7D | -17.5% | -25.5% | +8.0% | -17.3% |
| 30D | -20.2% | -56.2% | +36.0% | -19.6% |
| 3M | -19.9% | -87.4% | +67.5% | -18.7% |
| 6M | -37.4% | -80.9% | +43.5% | -37.9% |
| YTD | -40.1% | -86.8% | +46.7% | -40.5% |
| 1Y | -53.4% | -91.3% | +38.0% | -53.6% |
| All | +4.5% | -100.0% | +104.4% | +10.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling