-91.3%
AMIX vs AS
0.0%
-91.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.3% | -3.3% | -5.2% |
| 7D | -25.5% | +7.1% | -32.6% | -26.4% |
| 30D | -56.2% | +12.8% | -69.0% | -57.3% |
| 3M | -87.4% | -14.7% | -72.7% | -87.0% |
| 6M | -80.9% | -9.9% | -71.0% | -80.4% |
| YTD | -86.8% | -16.1% | -70.7% | -86.5% |
| 1Y | -91.3% | +0.2% | -91.5% | -90.6% |
| All | -91.3% | 0.0% | -91.4% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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