+25.1%
RF vs AMIX
-92.3%
+117.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.0% | +4.5% | +1.5% |
| 7D | +2.3% | -25.1% | +27.4% | +2.3% |
| 30D | +7.2% | -54.5% | +61.8% | +7.5% |
| 3M | -8.2% | -91.7% | +83.5% | -7.7% |
| 6M | +7.0% | -79.4% | +86.5% | +6.2% |
| YTD | +10.3% | -86.1% | +96.4% | +8.2% |
| 1Y | +25.1% | -91.6% | +116.6% | +21.3% |
| All | +25.1% | -92.3% | +117.4% | +21.3% |
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 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