-89.7%
AMIX vs ACI
-21.6%
-68.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.2% | +6.7% | +4.9% |
| 7D | +11.4% | -0.6% | +12.0% | +12.2% |
| 30D | -40.5% | +9.5% | -50.1% | -53.5% |
| 3M | -80.1% | +10.1% | -90.2% | -85.5% |
| 6M | -74.8% | -15.4% | -59.4% | -82.1% |
| YTD | -84.0% | -19.5% | -64.4% | -89.1% |
| 1Y | -89.7% | -21.0% | -68.7% | -93.1% |
| All | -89.7% | -21.6% | -68.2% | -93.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling