-99.9%
AMIX vs AGI
+161.4%
-261.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | +0.1% |
| 7D | -16.0% | +16.0% | -32.0% | -15.3% |
| 30D | -55.4% | +1.0% | -56.4% | -55.4% |
| 3M | -87.5% | +2.5% | -90.0% | -87.4% |
| 6M | -81.2% | -24.0% | -57.2% | -81.0% |
| YTD | -86.8% | -17.2% | -69.6% | -86.4% |
| 1Y | -91.6% | +4.9% | -96.5% | -90.9% |
| All | -99.9% | +161.4% | -261.4% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling