-91.3%
AMIX vs ARWR
+52.7%
-144.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -6.8% | +1.2% | -1.3% |
| 7D | -25.5% | -5.0% | -20.5% | -23.1% |
| 30D | -56.2% | -6.6% | -49.6% | -54.4% |
| 3M | -87.4% | -33.9% | -53.6% | -83.8% |
| 6M | -80.9% | -23.3% | -57.6% | -74.9% |
| YTD | -86.8% | -13.5% | -73.4% | -82.7% |
| 1Y | -91.3% | +42.5% | -133.9% | -87.5% |
| All | -91.3% | +52.7% | -144.0% | -87.5% |
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