-99.9%
AMIX vs ACWI
+54.2%
-154.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.8% | -1.8% | +1.0% |
| 7D | -25.5% | -4.0% | -21.5% | -19.9% |
| 30D | -56.2% | -5.8% | -50.4% | -51.3% |
| 3M | -87.4% | -5.0% | -82.4% | -86.3% |
| 6M | -80.9% | +0.7% | -81.6% | -79.7% |
| YTD | -86.8% | +8.4% | -95.3% | -86.6% |
| 1Y | -91.3% | +10.1% | -101.4% | -91.2% |
| All | -99.9% | +54.2% | -154.1% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling