+40.7%
SLB vs AMIX
-91.4%
+132.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -7.1% | -16.0% | +8.9% | -7.1% |
| 30D | +4.1% | -55.4% | +59.5% | +4.3% |
| 3M | -2.6% | -87.5% | +84.9% | -2.1% |
| 6M | -8.6% | -81.2% | +72.6% | -10.9% |
| YTD | +32.2% | -86.8% | +119.0% | +26.9% |
| 1Y | +40.7% | -91.6% | +132.2% | +33.2% |
| All | +40.7% | -91.4% | +132.0% | +33.2% |
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