-81.4%
AMIX vs AMCR
+13.6%
-95.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.6% | +1.6% |
| 7D | -3.4% | -1.8% | -1.5% | -1.8% |
| 30D | -54.4% | -6.0% | -48.4% | -51.5% |
| 3M | -45.7% | +18.9% | -64.7% | -46.5% |
| 6M | -49.2% | +5.7% | -54.8% | -50.6% |
| YTD | -60.3% | +11.1% | -71.4% | -59.6% |
| 1Y | -81.4% | +14.4% | -95.8% | -79.6% |
| All | -81.4% | +13.6% | -95.0% | -79.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling