-79.7%
AMIX vs AR
+22.7%
-102.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -2.4% |
| 7D | -13.7% | +2.5% | -16.2% | -12.2% |
| 30D | -62.1% | +14.8% | -76.9% | -58.0% |
| 3M | -46.2% | +6.2% | -52.4% | -43.8% |
| 6M | -46.4% | +4.3% | -50.7% | -44.6% |
| YTD | -60.3% | +14.4% | -74.6% | -58.3% |
| 1Y | -79.7% | +21.3% | -101.0% | -78.2% |
| All | -79.7% | +22.7% | -102.3% | -78.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling