-99.9%
AMIX vs ACI
-33.6%
-66.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.2% | +6.7% | +6.7% |
| 7D | +11.4% | -0.6% | +12.0% | +12.0% |
| 30D | -40.5% | +9.5% | -50.1% | -47.1% |
| 3M | -80.1% | +10.1% | -90.2% | -82.7% |
| 6M | -74.8% | -15.4% | -59.4% | -78.9% |
| YTD | -84.0% | -19.5% | -64.4% | -86.7% |
| 1Y | -89.7% | -21.0% | -68.7% | -91.5% |
| All | -99.9% | -33.6% | -66.3% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling