-25.6%
TER vs AMIX
-78.7%
+53.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.0% | -3.8% | -6.7% |
| 7D | -19.9% | -25.1% | +5.2% | -19.3% |
| 30D | -43.5% | -54.5% | +11.0% | -42.5% |
| 3M | -37.8% | -91.7% | +54.0% | -34.4% |
| 6M | -25.6% | -79.4% | +53.9% | -17.8% |
| All | -25.6% | -78.7% | +53.1% | -17.8% |
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