+26.0%
V vs AMIX
-89.8%
+115.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.8% | -8.4% | +0.4% |
| 7D | +0.8% | +11.4% | -10.6% | +0.8% |
| 30D | +9.9% | -40.5% | +50.5% | +10.1% |
| 3M | +17.5% | -80.1% | +97.6% | +18.0% |
| 6M | +33.5% | -74.8% | +108.3% | +32.8% |
| YTD | +21.6% | -84.0% | +105.5% | +20.8% |
| All | +26.0% | -89.8% | +115.8% | +25.2% |
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