-40.4%
TER vs AMIX
-79.8%
+39.4%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -5.6% | -9.6% | -15.1% |
| 7D | -28.2% | -25.5% | -2.7% | -27.6% |
| 30D | -50.6% | -56.2% | +5.6% | -49.6% |
| 3M | -45.3% | -87.4% | +42.1% | -42.8% |
| 6M | -40.4% | -80.9% | +40.5% | -34.0% |
| All | -40.4% | -79.8% | +39.4% | -34.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling