+57.6%
V vs AMIX
-100.0%
+157.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.6% | +2.4% | -3.2% |
| 7D | +2.9% | -25.5% | +28.4% | +3.1% |
| 30D | +14.0% | -56.2% | +70.2% | +14.5% |
| 3M | +14.9% | -87.4% | +102.3% | +16.0% |
| 6M | +31.7% | -80.9% | +112.6% | +31.3% |
| YTD | +21.2% | -86.8% | +108.1% | +21.3% |
| 1Y | +25.3% | -91.3% | +116.6% | +25.8% |
| All | +57.6% | -100.0% | +157.6% | +72.0% |
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