+39.1%
SLB vs AMIX
-91.8%
+130.9%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -5.6% | +1.9% | -3.7% |
| 7D | -7.7% | -25.5% | +17.7% | -7.7% |
| 30D | -0.7% | -56.2% | +55.5% | -0.5% |
| 3M | 0.0% | -87.4% | +87.4% | +0.5% |
| 6M | -10.4% | -80.9% | +70.5% | -12.7% |
| YTD | +31.5% | -86.8% | +118.3% | +26.1% |
| 1Y | +39.1% | -91.3% | +130.5% | +32.0% |
| All | +39.1% | -91.8% | +130.9% | +32.0% |
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