+48.1%
SO vs AMIX
-100.0%
+148.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.6% | +5.8% | +0.2% |
| 7D | +0.4% | -25.5% | +25.9% | +0.4% |
| 30D | +9.2% | -56.2% | +65.4% | +9.4% |
| 3M | +1.1% | -87.4% | +88.5% | +1.4% |
| 6M | -1.1% | -80.9% | +79.8% | -1.0% |
| YTD | +9.7% | -86.8% | +96.5% | +10.0% |
| 1Y | +5.5% | -91.3% | +96.8% | +6.0% |
| All | +48.1% | -100.0% | +148.1% | +50.5% |
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