+18.2%
TER vs AMIX
-91.4%
+109.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | -20.5% | -16.0% | -4.4% | -20.1% |
| 30D | -47.0% | -55.4% | +8.4% | -46.0% |
| 3M | -43.3% | -87.5% | +44.2% | -40.6% |
| 6M | -42.9% | -81.2% | +38.3% | -42.9% |
| YTD | +12.9% | -86.8% | +99.7% | +12.7% |
| 1Y | +18.2% | -91.6% | +109.8% | +18.5% |
| All | +18.2% | -91.4% | +109.5% | +18.5% |
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