+24.3%
W vs AMIX
-92.3%
+116.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -3.0% | +14.0% | +11.2% |
| 7D | +8.4% | -25.1% | +33.5% | +10.4% |
| 30D | +16.5% | -54.5% | +71.0% | +22.5% |
| 3M | +6.4% | -91.7% | +98.2% | +23.6% |
| 6M | +90.5% | -79.4% | +170.0% | +82.8% |
| YTD | +23.1% | -86.1% | +109.1% | +17.6% |
| 1Y | +24.3% | -91.6% | +115.8% | +18.7% |
| All | +24.3% | -92.3% | +116.6% | +18.7% |
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