+20.7%
XYZ vs AMIX
-92.3%
+113.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -3.0% | +18.3% | +15.3% |
| 7D | +16.5% | -25.1% | +41.6% | +16.8% |
| 30D | +15.0% | -54.5% | +69.5% | +15.7% |
| 3M | +3.5% | -91.7% | +95.3% | +5.4% |
| 6M | +21.9% | -79.4% | +101.3% | +23.2% |
| YTD | +34.6% | -86.1% | +120.7% | +35.7% |
| 1Y | +20.7% | -91.6% | +112.3% | +21.4% |
| All | +20.7% | -92.3% | +113.1% | +21.4% |
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