-91.6%
AMIX vs AMC
+38.0%
-129.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +7.3% | -10.3% | -0.7% |
| 7D | -25.1% | +17.7% | -42.8% | -20.9% |
| 30D | -54.5% | +26.2% | -80.7% | -50.8% |
| 3M | -91.7% | +31.3% | -123.1% | -90.8% |
| 6M | -79.4% | +142.8% | -222.2% | -80.0% |
| YTD | -86.1% | +125.6% | -211.7% | -86.2% |
| 1Y | -91.6% | +40.2% | -131.8% | -91.9% |
| All | -91.6% | +38.0% | -129.6% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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