-91.6%
AMIX vs APA
+98.8%
-190.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | +2.2% |
| 7D | -16.0% | -15.5% | -0.5% | -27.8% |
| 30D | -55.4% | +2.4% | -57.8% | -53.8% |
| 3M | -87.5% | +22.8% | -110.3% | -84.1% |
| 6M | -81.2% | +17.9% | -99.1% | -76.7% |
| YTD | -86.8% | +87.7% | -174.5% | -83.2% |
| 1Y | -91.6% | +94.2% | -185.8% | -87.4% |
| All | -91.6% | +98.8% | -190.4% | -87.4% |
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