-99.9%
AMIX vs AG
+206.5%
-306.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -5.9% | +14.7% | +9.6% |
| 7D | +11.4% | +6.0% | +5.5% | +10.5% |
| 30D | -40.5% | -13.5% | -27.0% | -39.5% |
| 3M | -80.1% | -20.7% | -59.4% | -79.6% |
| 6M | -74.8% | -31.5% | -43.3% | -75.0% |
| YTD | -84.0% | -10.1% | -73.8% | -83.6% |
| 1Y | -89.7% | +26.0% | -115.7% | -89.1% |
| All | -99.9% | +206.5% | -306.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling