-99.8%
AMIX vs CAPR
+132.1%
-231.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -1.9% |
| 7D | -13.7% | -2.0% | -11.7% | -13.7% |
| 30D | -62.1% | +139.2% | -201.3% | -62.1% |
| 3M | -46.2% | -66.4% | +20.2% | -46.4% |
| 6M | -46.4% | -63.1% | +16.7% | -46.6% |
| YTD | -60.3% | -67.4% | +7.2% | -60.4% |
| 1Y | -79.7% | +58.2% | -137.9% | -79.5% |
| All | -99.8% | +132.1% | -231.9% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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