-91.6%
AMIX vs APD
+24.7%
-116.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.3% |
| 7D | -16.0% | -3.7% | -12.4% | -15.4% |
| 30D | -55.4% | +9.6% | -65.0% | -56.2% |
| 3M | -87.5% | +1.6% | -89.2% | -87.5% |
| 6M | -81.2% | +2.2% | -83.4% | -81.9% |
| YTD | -86.8% | +25.9% | -112.7% | -84.8% |
| 1Y | -91.6% | +20.1% | -111.7% | -90.0% |
| All | -91.6% | +24.7% | -116.3% | -90.0% |
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