-9.9%
TOST vs AMIX
-91.8%
+81.9%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.6% | +5.0% | -0.5% |
| 7D | +11.6% | -25.5% | +37.1% | +11.9% |
| 30D | +16.2% | -56.2% | +72.4% | +17.0% |
| 3M | +1.0% | -87.4% | +88.5% | +2.7% |
| 6M | +23.2% | -80.9% | +104.1% | +24.5% |
| YTD | -1.0% | -86.8% | +85.9% | -0.4% |
| 1Y | -9.9% | -91.3% | +81.4% | -9.7% |
| All | -9.9% | -91.8% | +81.9% | -9.7% |
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