-91.6%
AMIX vs AZO
-7.5%
-84.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.9% | -6.9% | -5.7% |
| 7D | -25.1% | +5.3% | -30.5% | -28.1% |
| 30D | -54.5% | +18.4% | -73.0% | -60.4% |
| 3M | -91.7% | +9.8% | -101.6% | -92.4% |
| 6M | -79.4% | -4.5% | -74.9% | -81.0% |
| YTD | -86.1% | -1.9% | -84.1% | -87.1% |
| 1Y | -91.6% | -9.5% | -82.0% | -92.2% |
| All | -91.6% | -7.5% | -84.1% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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