-79.7%
AMIX vs ACWI
+23.6%
-103.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.8% |
| 7D | -13.7% | +0.5% | -14.2% | -15.5% |
| 30D | -62.1% | +0.9% | -62.9% | -63.8% |
| 3M | -46.2% | +2.4% | -48.6% | -48.2% |
| 6M | -46.4% | +12.4% | -58.8% | -52.4% |
| YTD | -60.3% | +15.2% | -75.4% | -65.8% |
| 1Y | -79.7% | +22.7% | -102.4% | -84.5% |
| All | -79.7% | +23.6% | -103.3% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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