+133.6%
TER vs AMIX
-99.9%
+233.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.8% | -9.1% | -0.4% |
| 7D | -8.9% | +11.4% | -20.3% | -9.1% |
| 30D | -39.1% | -40.5% | +1.5% | -38.4% |
| 3M | -32.8% | -80.1% | +47.3% | -30.6% |
| 6M | -31.7% | -74.8% | +43.1% | -34.0% |
| YTD | +26.9% | -84.0% | +110.9% | +23.1% |
| 1Y | +33.6% | -89.7% | +123.3% | +30.0% |
| All | +133.6% | -99.9% | +233.5% | +111.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling