-91.7%
AMIX vs AG
+23.1%
-114.8%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -1.1% | -18.9% | -19.5% |
| 7D | -8.1% | -4.0% | -4.0% | -6.5% |
| 30D | -52.3% | -13.1% | -39.2% | -49.5% |
| 3M | -83.8% | -22.0% | -61.7% | -82.3% |
| 6M | -79.0% | -37.3% | -41.7% | -78.6% |
| YTD | -87.2% | -11.2% | -76.0% | -86.7% |
| 1Y | -91.7% | +23.9% | -115.6% | -90.2% |
| All | -91.7% | +23.1% | -114.8% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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