-91.6%
AMIX vs BR
-14.2%
-77.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.0% | -6.0% | -13.7% |
| 7D | -25.1% | +7.0% | -32.1% | -43.1% |
| 30D | -54.5% | +19.0% | -73.5% | -78.7% |
| 3M | -91.7% | +13.1% | -104.8% | -95.8% |
| 6M | -79.4% | +24.6% | -104.1% | -90.1% |
| YTD | -86.1% | -13.6% | -72.5% | -94.2% |
| 1Y | -91.6% | -13.1% | -78.4% | -96.1% |
| All | -91.6% | -14.2% | -77.3% | -96.1% |
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