-8.7%
T vs AMIX
-89.8%
+81.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.8% | -8.2% | +0.7% |
| 7D | +2.6% | +11.4% | -8.9% | +2.6% |
| 30D | -1.1% | -40.5% | +39.4% | -1.2% |
| 3M | -7.7% | -80.1% | +72.3% | -8.2% |
| 6M | -10.6% | -74.8% | +64.2% | -9.9% |
| YTD | -7.5% | -84.0% | +76.5% | -6.7% |
| All | -8.7% | -89.8% | +81.1% | -8.1% |
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