-0.2%
W vs AMIX
-92.5%
+92.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.4% | +5.9% | -2.0% |
| 7D | -1.7% | -10.9% | +9.2% | -1.2% |
| 30D | +3.2% | -55.0% | +58.2% | +8.4% |
| 3M | +8.3% | -82.0% | +90.3% | +20.1% |
| 6M | +84.3% | -80.4% | +164.7% | +77.9% |
| YTD | +11.0% | -88.3% | +99.3% | +7.5% |
| 1Y | -0.2% | -92.4% | +92.2% | -3.3% |
| All | -0.2% | -92.5% | +92.3% | -3.3% |
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