-99.9%
AMIX vs AMC
-25.1%
-74.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -12.5% | +6.9% | -6.6% |
| 7D | -25.5% | 0.0% | -25.5% | -25.4% |
| 30D | -56.2% | +4.4% | -60.6% | -56.0% |
| 3M | -87.4% | +15.4% | -102.8% | -87.2% |
| 6M | -80.9% | +93.7% | -174.6% | -81.2% |
| YTD | -86.8% | +97.4% | -184.3% | -87.1% |
| 1Y | -91.3% | +23.2% | -114.5% | -91.4% |
| All | -99.9% | -25.1% | -74.9% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling