-99.8%
AMIX vs APTV
-43.8%
-56.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.1% | -5.0% | +3.7% |
| 7D | -13.7% | +4.8% | -18.5% | -6.6% |
| 30D | -62.1% | +2.0% | -64.1% | -60.8% |
| 3M | -46.2% | -34.2% | -11.9% | -51.8% |
| 6M | -46.4% | -34.7% | -11.8% | -52.7% |
| YTD | -60.3% | -37.0% | -23.3% | -65.1% |
| 1Y | -79.7% | -40.4% | -39.3% | -82.3% |
| All | -99.8% | -43.8% | -56.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling