-46.4%
AMIX vs APTV
-33.5%
-12.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.1% | -5.0% | +14.6% |
| 7D | -13.7% | +4.8% | -18.5% | +6.5% |
| 30D | -62.1% | +2.0% | -64.1% | -64.0% |
| 3M | -46.2% | -34.2% | -11.9% | -63.3% |
| 6M | -46.4% | -34.7% | -11.8% | -66.5% |
| All | -46.4% | -33.5% | -12.9% | -66.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling