-99.8%
AMIX vs ARWR
+164.7%
-264.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -13.7% | +1.7% | -15.4% | -14.1% |
| 30D | -62.1% | -0.7% | -61.4% | -61.9% |
| 3M | -46.2% | +14.9% | -61.0% | -46.2% |
| 6M | -46.4% | +32.6% | -79.1% | -47.3% |
| YTD | -60.3% | +30.0% | -90.3% | -60.9% |
| 1Y | -79.7% | +208.4% | -288.0% | -81.9% |
| All | -99.8% | +164.7% | -264.5% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling