-99.8%
AMIX vs BR
-14.5%
-85.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.5% | +2.2% | +5.4% |
| 7D | -3.4% | -5.9% | +2.6% | +10.8% |
| 30D | -54.4% | +1.9% | -56.3% | -58.1% |
| 3M | -45.7% | +14.7% | -60.4% | -49.2% |
| 6M | -49.2% | -12.8% | -36.4% | -50.2% |
| YTD | -60.3% | -23.0% | -37.3% | -60.0% |
| 1Y | -81.4% | -31.7% | -49.7% | -80.5% |
| All | -99.8% | -14.5% | -85.3% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling