-79.7%
AMIX vs APD
+6.0%
-85.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | -1.6% |
| 7D | -13.7% | -2.2% | -11.5% | -13.2% |
| 30D | -62.1% | +2.1% | -64.2% | -62.3% |
| 3M | -46.2% | +7.2% | -53.3% | -46.8% |
| 6M | -46.4% | +11.2% | -57.7% | -46.4% |
| YTD | -60.3% | +24.4% | -84.6% | -58.6% |
| 1Y | -79.7% | +6.7% | -86.3% | -78.0% |
| All | -79.7% | +6.0% | -85.7% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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