-6.4%
T vs AMIX
-92.3%
+85.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +2.0% |
| 7D | +5.5% | -25.1% | +30.6% | +5.4% |
| 30D | -8.9% | -54.5% | +45.6% | -9.2% |
| 3M | -5.6% | -91.7% | +86.2% | -6.3% |
| 6M | -14.3% | -79.4% | +65.2% | -13.6% |
| YTD | -7.9% | -86.1% | +78.1% | -7.2% |
| 1Y | -6.4% | -91.6% | +85.1% | -5.8% |
| All | -6.4% | -92.3% | +85.9% | -5.8% |
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