-0.3%
SPOT vs AMIX
-92.3%
+92.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.0% | +7.6% | +4.6% |
| 7D | +16.6% | -25.1% | +41.7% | +16.6% |
| 30D | +29.9% | -54.5% | +84.5% | +29.9% |
| 3M | +31.3% | -91.7% | +123.0% | +31.3% |
| 6M | +43.2% | -79.4% | +122.7% | +49.1% |
| YTD | +8.1% | -86.1% | +94.1% | +13.6% |
| 1Y | -0.3% | -91.6% | +91.3% | +5.4% |
| All | -0.3% | -92.3% | +92.0% | +5.4% |
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