+12.0%
SPY vs AMIX
-92.5%
+104.5%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.1% | -0.3% |
| 7D | +3.3% | -10.9% | +14.1% | +3.3% |
| 30D | -2.7% | -55.0% | +52.3% | -2.4% |
| 3M | -1.7% | -82.0% | +80.3% | -1.1% |
| 6M | +3.1% | -80.4% | +83.5% | +3.5% |
| YTD | +11.9% | -88.3% | +100.2% | +12.4% |
| 1Y | +12.0% | -92.4% | +104.4% | +12.4% |
| All | +12.0% | -92.5% | +104.5% | +12.4% |
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