-79.7%
AMIX vs ACGL
+4.8%
-84.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -5.8% |
| 7D | -13.7% | -0.7% | -13.0% | -15.6% |
| 30D | -62.1% | -1.0% | -61.1% | -63.5% |
| 3M | -46.2% | +11.0% | -57.2% | -45.1% |
| 6M | -46.4% | -0.3% | -46.1% | -49.1% |
| YTD | -60.3% | +2.3% | -62.5% | -61.3% |
| 1Y | -79.7% | +6.4% | -86.0% | -78.7% |
| All | -79.7% | +4.8% | -84.5% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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