-99.9%
AMIX vs AGI
+146.4%
-246.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -2.8% | -17.2% | -20.1% |
| 7D | -8.1% | 0.0% | -8.1% | -8.1% |
| 30D | -52.3% | -7.6% | -44.7% | -52.5% |
| 3M | -83.8% | -10.2% | -73.6% | -83.8% |
| 6M | -79.0% | -31.5% | -47.5% | -78.8% |
| YTD | -87.2% | -22.0% | -65.2% | -86.8% |
| 1Y | -91.7% | -7.9% | -83.8% | -91.2% |
| All | -99.9% | +146.4% | -246.3% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling