+199.8%
TER vs AMIX
-81.0%
+280.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.9% | +7.4% | +5.5% |
| 7D | +0.6% | -13.7% | +14.3% | +0.9% |
| 30D | -8.3% | -62.1% | +53.8% | -6.4% |
| 3M | -12.2% | -46.2% | +33.9% | -13.2% |
| 6M | +17.0% | -46.4% | +63.5% | +14.7% |
| YTD | +84.6% | -60.3% | +144.9% | +82.1% |
| 1Y | +199.8% | -79.7% | +279.5% | +237.5% |
| All | +199.8% | -81.0% | +280.8% | +237.5% |
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