-91.6%
AMIX vs A
+20.8%
-112.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | +0.2% |
| 7D | -16.0% | -0.1% | -16.0% | -16.0% |
| 30D | -55.4% | +3.4% | -58.8% | -55.0% |
| 3M | -87.5% | +23.8% | -111.3% | -86.9% |
| 6M | -81.2% | +49.0% | -130.2% | -81.0% |
| YTD | -86.8% | +29.4% | -116.2% | -86.4% |
| 1Y | -91.6% | +19.4% | -111.0% | -91.6% |
| All | -91.6% | +20.8% | -112.4% | -91.6% |
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