-91.7%
AMIX vs APA
+95.1%
-186.8%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +3.6% | -23.6% | -17.0% |
| 7D | -8.1% | +5.1% | -13.1% | -3.6% |
| 30D | -52.3% | +0.3% | -52.5% | -51.5% |
| 3M | -83.8% | +15.6% | -99.4% | -80.7% |
| 6M | -79.0% | +28.9% | -107.9% | -72.4% |
| YTD | -87.2% | +96.6% | -183.7% | -82.7% |
| 1Y | -91.7% | +95.5% | -187.2% | -88.3% |
| All | -91.7% | +95.1% | -186.8% | -88.3% |
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