-91.6%
AMIX vs ARWR
+44.4%
-136.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.8% |
| 7D | -16.0% | -2.9% | -13.1% | -14.5% |
| 30D | -55.4% | -5.4% | -50.0% | -54.0% |
| 3M | -87.5% | -32.2% | -55.3% | -84.1% |
| 6M | -81.2% | -26.5% | -54.7% | -75.5% |
| YTD | -86.8% | -12.4% | -74.4% | -82.9% |
| 1Y | -91.6% | +46.9% | -138.5% | -88.2% |
| All | -91.6% | +44.4% | -136.0% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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