-91.6%
AMIX vs ALB
+6.8%
-98.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.2% |
| 7D | -16.0% | +9.1% | -25.1% | -18.1% |
| 30D | -55.4% | -3.4% | -52.0% | -55.0% |
| 3M | -87.5% | -20.6% | -66.9% | -87.1% |
| 6M | -81.2% | -48.2% | -33.0% | -80.7% |
| YTD | -86.8% | -29.2% | -57.6% | -85.4% |
| 1Y | -91.6% | +10.0% | -101.6% | -87.9% |
| All | -91.6% | +6.8% | -98.4% | -87.9% |
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