-99.9%
AMIX vs APA
+56.4%
-156.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.3% | +7.5% | +9.0% |
| 7D | +11.4% | -5.5% | +17.0% | +10.6% |
| 30D | -40.5% | -1.2% | -39.4% | -40.5% |
| 3M | -80.1% | +10.6% | -90.6% | -79.7% |
| 6M | -74.8% | +28.4% | -103.3% | -74.4% |
| YTD | -84.0% | +89.7% | -173.7% | -85.1% |
| 1Y | -89.7% | +90.6% | -180.3% | -90.5% |
| All | -99.9% | +56.4% | -156.3% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling