-99.9%
AMIX vs APTV
-53.8%
-46.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.4% | -19.6% | -20.7% |
| 7D | -8.1% | -8.9% | +0.8% | -22.8% |
| 30D | -52.3% | -9.5% | -42.8% | -60.6% |
| 3M | -83.8% | -20.6% | -63.2% | -89.8% |
| 6M | -79.0% | -28.9% | -50.1% | -86.5% |
| YTD | -87.2% | -48.2% | -39.0% | -92.3% |
| 1Y | -91.7% | -51.7% | -40.0% | -95.1% |
| All | -99.9% | -53.8% | -46.2% | -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