-91.1%
AMIX vs AZO
-15.7%
-75.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | -9.9% | +1.3% | -11.2% | -10.8% |
| 30D | -52.8% | +12.0% | -64.7% | -57.1% |
| 3M | -80.0% | +7.2% | -87.2% | -81.1% |
| 6M | -80.2% | -3.2% | -77.1% | -81.4% |
| YTD | -88.1% | -3.9% | -84.3% | -89.0% |
| 1Y | -91.1% | -14.7% | -76.4% | -91.4% |
| All | -91.1% | -15.7% | -75.4% | -91.4% |
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