-79.7%
AMIX vs BR
-29.1%
-50.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.4% | +11.6% |
| 7D | -13.7% | -5.3% | -8.4% | +6.9% |
| 30D | -62.1% | +6.4% | -68.5% | -74.1% |
| 3M | -46.2% | +13.6% | -59.8% | -57.7% |
| 6M | -46.4% | -6.7% | -39.7% | -58.9% |
| YTD | -60.3% | -21.1% | -39.2% | -70.3% |
| 1Y | -79.7% | -29.6% | -50.1% | -83.2% |
| All | -79.7% | -29.1% | -50.6% | -83.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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