-79.7%
AMIX vs A
+21.7%
-101.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -1.9% |
| 7D | -13.7% | -1.9% | -11.8% | -13.8% |
| 30D | -62.1% | +6.9% | -69.0% | -61.9% |
| 3M | -46.2% | +9.2% | -55.4% | -45.9% |
| 6M | -46.4% | +25.7% | -72.1% | -49.1% |
| YTD | -60.3% | +11.5% | -71.8% | -60.2% |
| 1Y | -79.7% | +18.4% | -98.0% | -81.2% |
| All | -79.7% | +21.7% | -101.3% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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