+24.3%
TPR vs AMIX
-91.8%
+116.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -5.6% | +12.7% | +7.1% |
| 7D | +13.9% | -25.5% | +39.3% | +13.9% |
| 30D | +14.9% | -56.2% | +71.1% | +15.1% |
| 3M | -15.4% | -87.4% | +72.1% | -15.1% |
| 6M | -4.5% | -80.9% | +76.4% | -3.1% |
| YTD | +6.0% | -86.8% | +92.8% | +7.2% |
| 1Y | +24.3% | -91.3% | +115.7% | +25.5% |
| All | +24.3% | -91.8% | +116.1% | +25.5% |
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