-99.8%
AMIX vs AMC
-35.5%
-64.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.3% | -6.3% | -1.6% |
| 7D | -13.7% | +2.3% | -16.0% | -13.5% |
| 30D | -62.1% | -0.7% | -61.3% | -62.0% |
| 3M | -46.2% | +35.2% | -81.4% | -47.2% |
| 6M | -46.4% | +124.6% | -171.0% | -48.7% |
| YTD | -60.3% | +69.9% | -130.1% | -61.6% |
| 1Y | -79.7% | -2.6% | -77.1% | -80.1% |
| All | -99.8% | -35.5% | -64.3% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling