+102.5%
TER vs AMIX
-100.0%
+202.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -5.6% | -9.6% | -15.1% |
| 7D | -28.2% | -25.5% | -2.7% | -27.7% |
| 30D | -50.6% | -56.2% | +5.6% | -49.7% |
| 3M | -45.3% | -87.4% | +42.1% | -43.1% |
| 6M | -40.4% | -80.9% | +40.5% | -42.0% |
| YTD | +10.0% | -86.8% | +96.9% | +7.2% |
| 1Y | +13.6% | -91.3% | +105.0% | +11.0% |
| All | +102.5% | -100.0% | +202.5% | +83.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling