-91.6%
AMIX vs BR
-10.5%
-81.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +6.4% |
| 7D | -16.0% | +6.5% | -22.5% | -35.6% |
| 30D | -55.4% | +18.9% | -74.3% | -79.2% |
| 3M | -87.5% | +16.3% | -103.8% | -94.8% |
| 6M | -81.2% | +26.2% | -107.4% | -91.2% |
| YTD | -86.8% | -13.1% | -73.7% | -95.0% |
| 1Y | -91.6% | -10.5% | -81.1% | -94.8% |
| All | -91.6% | -10.5% | -81.1% | -94.8% |
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 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