-78.0%
AMIX vs AXTX
-92.0%
+14.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +21.0% | -9.2% | +13.8% |
| 7D | +1.2% | -29.2% | +30.4% | -1.0% |
| 30D | -45.3% | -69.6% | +24.2% | -50.6% |
| 3M | -83.1% | -86.5% | +3.5% | -85.7% |
| 6M | -76.9% | -96.4% | +19.5% | -72.8% |
| All | -78.0% | -92.0% | +14.0% | -75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling