-79.7%
AMIX vs AMCR
+11.5%
-91.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -0.3% |
| 7D | -13.7% | -3.3% | -10.5% | -10.8% |
| 30D | -62.1% | -5.4% | -56.6% | -60.1% |
| 3M | -46.2% | +20.0% | -66.1% | -47.0% |
| 6M | -46.4% | 0.0% | -46.5% | -48.4% |
| YTD | -60.3% | +11.5% | -71.8% | -59.4% |
| 1Y | -79.7% | +11.4% | -91.1% | -77.8% |
| All | -79.7% | +11.5% | -91.2% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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