-99.9%
AMIX vs APA
+50.7%
-150.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.3% | -5.9% |
| 7D | -25.5% | -15.6% | -9.9% | -27.1% |
| 30D | -56.2% | -0.9% | -55.3% | -56.1% |
| 3M | -87.4% | +26.1% | -113.5% | -87.1% |
| 6M | -80.9% | +6.1% | -87.0% | -80.2% |
| YTD | -86.8% | +82.8% | -169.7% | -87.8% |
| 1Y | -91.3% | +106.5% | -197.8% | -92.2% |
| All | -99.9% | +50.7% | -150.7% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling