-99.9%
AMIX vs APTV
-54.6%
-45.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +0.8% |
| 7D | -9.9% | -1.7% | -8.1% | -13.1% |
| 30D | -52.8% | -11.6% | -41.2% | -62.7% |
| 3M | -80.0% | -21.2% | -58.8% | -87.6% |
| 6M | -80.2% | -28.5% | -51.7% | -87.7% |
| YTD | -88.1% | -49.1% | -39.1% | -93.1% |
| 1Y | -91.1% | -52.2% | -38.9% | -94.8% |
| All | -99.9% | -54.6% | -45.4% | -100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling