-89.6%
AMIX vs A
+22.0%
-111.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.3% | +10.1% | +8.7% |
| 7D | +11.4% | +1.4% | +10.1% | +11.6% |
| 30D | -40.5% | +4.3% | -44.8% | -40.0% |
| 3M | -80.1% | +19.8% | -99.9% | -79.3% |
| 6M | -74.8% | +54.4% | -129.2% | -74.7% |
| YTD | -84.0% | +31.7% | -115.7% | -83.4% |
| All | -89.6% | +22.0% | -111.6% | -89.9% |
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