-99.9%
AMIX vs A
+33.1%
-133.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.0% | -2.5% | -6.2% |
| 7D | -25.5% | -5.2% | -20.3% | -26.4% |
| 30D | -56.2% | +1.4% | -57.6% | -56.0% |
| 3M | -87.4% | +21.9% | -109.4% | -86.8% |
| 6M | -80.9% | +46.7% | -127.6% | -79.4% |
| YTD | -86.8% | +27.2% | -114.0% | -86.2% |
| 1Y | -91.3% | +17.9% | -109.3% | -91.1% |
| All | -99.9% | +33.1% | -133.0% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling