-80.9%
AMIX vs A
+49.4%
-130.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.0% | -2.5% | -6.7% |
| 7D | -25.5% | -5.2% | -20.3% | -27.2% |
| 30D | -56.2% | +1.4% | -57.6% | -55.6% |
| 3M | -87.4% | +21.9% | -109.4% | -85.4% |
| 6M | -80.9% | +46.7% | -127.6% | -78.5% |
| All | -80.9% | +49.4% | -130.3% | -78.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling