-90.5%
AMIX vs AMCR
+13.7%
-104.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.6% | +11.2% | +11.3% |
| 7D | +1.2% | -7.9% | +9.1% | +9.1% |
| 30D | -45.3% | +8.2% | -53.5% | -50.7% |
| 3M | -83.1% | -4.3% | -78.7% | -82.6% |
| 6M | -76.9% | +16.6% | -93.5% | -78.2% |
| YTD | -85.3% | +13.1% | -98.4% | -84.8% |
| All | -90.5% | +13.7% | -104.3% | -90.0% |
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