-99.9%
AMIX vs ALB
-13.3%
-86.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.6% | -9.2% | -6.2% |
| 7D | -25.5% | +5.5% | -31.0% | -26.2% |
| 30D | -56.2% | -7.5% | -48.7% | -55.7% |
| 3M | -87.4% | -16.9% | -70.5% | -87.2% |
| 6M | -80.9% | -49.2% | -31.7% | -79.6% |
| YTD | -86.8% | -29.9% | -57.0% | -86.4% |
| 1Y | -91.3% | +8.2% | -99.5% | -91.5% |
| All | -99.9% | -13.3% | -86.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling