-99.8%
AMIX vs AGI
+203.0%
-302.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.1% |
| 7D | +1.6% | +2.2% | -0.7% | +1.7% |
| 30D | -50.8% | +11.3% | -62.1% | -50.1% |
| 3M | -46.3% | +5.6% | -51.9% | -44.7% |
| 6M | -49.9% | -27.7% | -22.2% | -49.0% |
| YTD | -60.4% | -4.1% | -56.3% | -58.8% |
| 1Y | -81.7% | +13.8% | -95.5% | -80.1% |
| All | -99.8% | +203.0% | -302.8% | -99.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling