-81.7%
AMIX vs AJG
-17.1%
-64.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.6% | +0.6% |
| 7D | +1.6% | -7.4% | +8.9% | +3.7% |
| 30D | -50.8% | -3.0% | -47.8% | -50.5% |
| 3M | -46.3% | +12.8% | -59.1% | -46.5% |
| 6M | -49.9% | +12.8% | -62.7% | -50.4% |
| YTD | -60.4% | -4.7% | -55.7% | -61.2% |
| 1Y | -81.7% | -17.2% | -64.5% | -82.0% |
| All | -81.7% | -17.1% | -64.6% | -82.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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