-91.6%
AMIX vs ALB
+4.7%
-96.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.3% | -8.3% | -4.4% |
| 7D | -25.1% | -2.1% | -23.1% | -24.7% |
| 30D | -54.5% | -9.0% | -45.5% | -53.4% |
| 3M | -91.7% | -21.1% | -70.6% | -91.5% |
| 6M | -79.4% | -49.9% | -29.5% | -78.8% |
| YTD | -86.1% | -32.3% | -53.8% | -84.3% |
| 1Y | -91.6% | +8.6% | -100.2% | -86.3% |
| All | -91.6% | +4.7% | -96.3% | -86.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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