-91.6%
AMIX vs AR
+8.4%
-100.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | -0.6% |
| 7D | -16.0% | -14.3% | -1.8% | -26.1% |
| 30D | -55.4% | +1.4% | -56.9% | -54.4% |
| 3M | -87.5% | +3.4% | -90.9% | -86.8% |
| 6M | -81.2% | -2.1% | -79.1% | -81.5% |
| YTD | -86.8% | +4.7% | -91.5% | -86.5% |
| 1Y | -91.6% | +10.6% | -102.2% | -90.3% |
| All | -91.6% | +8.4% | -100.0% | -90.3% |
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