-76.1%
AMIX vs AXTX
-93.3%
+17.3%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -16.7% | +25.6% | +7.2% |
| 7D | +11.4% | -48.3% | +59.7% | +5.6% |
| 30D | -40.5% | -74.7% | +34.2% | -47.1% |
| 3M | -80.1% | -83.2% | +3.1% | -82.2% |
| 6M | -74.8% | -97.0% | +22.1% | -70.9% |
| All | -76.1% | -93.3% | +17.3% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTX.
Daily Out/Under-Performance
Portfolio return minus AXTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTX 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 10y: compounded portfolio wealth divided by compounded AXTX 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…
10y analysis · Full analysis span regression · 6 months rolling