+39.9%
V vs AMIX
-99.9%
+139.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -1.0% |
| 7D | -1.7% | -13.7% | +12.0% | -1.6% |
| 30D | +2.0% | -62.1% | +64.0% | +2.4% |
| 3M | +17.4% | -46.2% | +63.5% | +16.6% |
| 6M | +17.5% | -46.4% | +63.9% | +16.6% |
| YTD | +7.6% | -60.3% | +67.8% | +7.1% |
| 1Y | +7.7% | -79.7% | +87.4% | +8.0% |
| All | +39.9% | -99.9% | +139.8% | +51.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling