-38.1%
SNAP vs AMIX
-91.4%
+53.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -7.1% | -16.0% | +8.9% | -6.5% |
| 30D | -14.6% | -55.4% | +40.8% | -12.0% |
| 3M | -5.0% | -87.5% | +82.5% | +2.3% |
| 6M | -18.8% | -81.2% | +62.4% | -19.5% |
| YTD | -38.5% | -86.8% | +48.3% | -39.7% |
| 1Y | -38.1% | -91.6% | +53.5% | -39.7% |
| All | -38.1% | -91.4% | +53.3% | -39.7% |
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