+76.3%
RF vs AMIX
-99.9%
+176.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.9% | -0.1% |
| 7D | +1.3% | -13.7% | +15.0% | +1.4% |
| 30D | -3.6% | -62.1% | +58.5% | -3.2% |
| 3M | +8.1% | -46.2% | +54.2% | +7.3% |
| 6M | +11.5% | -46.4% | +57.9% | +10.5% |
| YTD | +15.6% | -60.3% | +75.8% | +14.9% |
| 1Y | +15.7% | -79.7% | +95.3% | +15.7% |
| All | +76.3% | -99.9% | +176.1% | +69.9% |
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