-91.6%
AMIX vs APA
+107.6%
-199.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.9% | +3.9% | -8.3% |
| 7D | -25.1% | -13.0% | -12.2% | -33.0% |
| 30D | -54.5% | +2.0% | -56.5% | -53.0% |
| 3M | -91.7% | +24.9% | -116.6% | -89.7% |
| 6M | -79.4% | +7.2% | -86.6% | -75.1% |
| YTD | -86.1% | +87.1% | -173.2% | -83.3% |
| 1Y | -91.6% | +107.2% | -198.7% | -88.4% |
| All | -91.6% | +107.6% | -199.2% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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