+90.3%
TGT vs AMIX
-90.1%
+180.4%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +11.8% | -7.1% | +4.8% |
| 7D | +4.7% | +1.2% | +3.6% | +4.7% |
| 30D | +8.0% | -45.3% | +53.3% | +7.8% |
| 3M | +11.7% | -83.1% | +94.7% | +11.1% |
| 6M | +34.7% | -76.9% | +111.6% | +33.9% |
| YTD | +74.4% | -85.3% | +159.7% | +71.6% |
| All | +90.3% | -90.1% | +180.4% | +86.1% |
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