-91.1%
AMIX vs ARWR
+17.3%
-108.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.4% |
| 7D | -9.9% | -17.8% | +8.0% | -1.5% |
| 30D | -52.8% | -18.1% | -34.6% | -48.5% |
| 3M | -80.0% | -44.2% | -35.9% | -72.4% |
| 6M | -80.2% | -38.6% | -41.6% | -71.9% |
| YTD | -88.1% | -28.0% | -60.1% | -83.1% |
| 1Y | -91.1% | +16.1% | -107.2% | -86.0% |
| All | -91.1% | +17.3% | -108.4% | -86.0% |
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