+47.1%
T vs AMIX
-100.0%
+147.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -8.4% | +8.1% | -0.4% |
| 7D | +1.6% | -10.9% | +12.5% | +1.6% |
| 30D | -2.9% | -55.0% | +52.1% | -3.1% |
| 3M | -7.5% | -82.0% | +74.5% | -7.8% |
| 6M | -9.9% | -80.4% | +70.5% | -9.2% |
| YTD | -6.4% | -88.3% | +81.8% | -5.6% |
| 1Y | -9.4% | -92.4% | +83.0% | -8.5% |
| All | +47.1% | -100.0% | +147.0% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling