-91.6%
AMIX vs AMC
+24.6%
-116.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | +0.6% |
| 7D | -16.0% | +2.6% | -18.6% | -15.0% |
| 30D | -55.4% | +9.0% | -64.5% | -53.9% |
| 3M | -87.5% | +22.2% | -109.7% | -86.3% |
| 6M | -81.2% | +91.5% | -172.7% | -82.0% |
| YTD | -86.8% | +101.3% | -188.1% | -87.4% |
| 1Y | -91.6% | +20.8% | -112.4% | -92.4% |
| All | -91.6% | +24.6% | -116.2% | -92.4% |
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