-82.3%
AMIX vs AXTX
-92.7%
+10.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -8.1% | +9.2% | +0.2% |
| 7D | -9.9% | +9.8% | -19.7% | -7.2% |
| 30D | -52.8% | -65.3% | +12.5% | -55.7% |
| 3M | -80.0% | -83.3% | +3.3% | -82.2% |
| 6M | -80.2% | -97.0% | +16.7% | -76.4% |
| All | -82.3% | -92.7% | +10.4% | -79.9% |
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