-99.8%
AMIX vs AU
+582.6%
-682.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.4% | -2.2% |
| 7D | -13.7% | -3.6% | -10.1% | -14.2% |
| 30D | -62.1% | +23.9% | -85.9% | -60.5% |
| 3M | -46.2% | +19.1% | -65.2% | -43.1% |
| 6M | -46.4% | -0.2% | -46.3% | -43.7% |
| YTD | -60.3% | +32.5% | -92.7% | -57.1% |
| 1Y | -79.7% | +96.9% | -176.6% | -76.7% |
| All | -99.8% | +582.6% | -682.4% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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