-91.6%
AMIX vs AGI
-1.1%
-90.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +10.8% | -13.8% | -3.9% |
| 7D | -25.1% | -5.3% | -19.8% | -24.7% |
| 30D | -54.5% | -7.1% | -47.4% | -54.2% |
| 3M | -91.7% | +4.4% | -96.2% | -91.7% |
| 6M | -79.4% | -23.0% | -56.4% | -78.2% |
| YTD | -86.1% | -22.0% | -64.1% | -85.9% |
| 1Y | -91.6% | +0.3% | -91.8% | -91.0% |
| All | -91.6% | -1.1% | -90.5% | -91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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