-99.8%
AMIX vs AZO
+6.0%
-105.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.8% | +0.3% |
| 7D | -3.4% | -0.5% | -2.9% | -3.1% |
| 30D | -54.4% | -5.6% | -48.8% | -53.1% |
| 3M | -45.7% | -4.0% | -41.8% | -44.9% |
| 6M | -49.2% | -18.9% | -30.2% | -48.2% |
| YTD | -60.3% | -13.0% | -47.4% | -59.8% |
| 1Y | -81.4% | -30.4% | -50.9% | -80.7% |
| All | -99.8% | +6.0% | -105.8% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling