-91.6%
AMIX vs AVAV
-67.9%
-23.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +10.5% | -10.5% | -5.5% |
| 7D | -16.0% | -10.6% | -5.4% | -11.3% |
| 30D | -55.4% | -18.8% | -36.6% | -50.6% |
| 3M | -87.5% | -34.1% | -53.4% | -84.8% |
| 6M | -81.2% | -35.3% | -45.9% | -77.4% |
| YTD | -86.8% | -53.4% | -33.5% | -84.1% |
| 1Y | -91.6% | -65.6% | -25.9% | -88.2% |
| All | -91.6% | -67.9% | -23.7% | -88.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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