-99.9%
AMIX vs APTV
-53.7%
-46.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | -6.0% |
| 7D | -16.0% | -10.2% | -5.8% | -31.3% |
| 30D | -55.4% | -10.8% | -44.6% | -64.1% |
| 3M | -87.5% | -14.8% | -72.7% | -90.8% |
| 6M | -81.2% | -30.6% | -50.6% | -88.0% |
| YTD | -86.8% | -48.2% | -38.7% | -92.0% |
| 1Y | -91.6% | -52.0% | -39.6% | -95.0% |
| All | -99.9% | -53.7% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling