-99.8%
AMIX vs AGI
+199.1%
-298.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.4% | +1.2% | -0.3% |
| 7D | -3.4% | +4.4% | -7.8% | -3.0% |
| 30D | -54.4% | +10.0% | -64.3% | -53.8% |
| 3M | -45.7% | +1.7% | -47.5% | -44.2% |
| 6M | -49.2% | -26.8% | -22.4% | -48.3% |
| YTD | -60.3% | -5.3% | -55.0% | -58.8% |
| 1Y | -81.4% | +11.5% | -92.8% | -79.8% |
| All | -99.8% | +199.1% | -298.9% | -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 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