-99.8%
AMIX vs APA
+47.5%
-147.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -2.4% |
| 7D | -13.7% | +0.5% | -14.3% | -13.6% |
| 30D | -62.1% | +23.4% | -85.5% | -61.2% |
| 3M | -46.2% | +12.7% | -58.9% | -45.0% |
| 6M | -46.4% | +39.4% | -85.8% | -48.2% |
| YTD | -60.3% | +79.0% | -139.2% | -63.4% |
| 1Y | -79.7% | +88.8% | -168.5% | -81.6% |
| All | -99.8% | +47.5% | -147.3% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling