-91.6%
AMIX vs CASY
+32.0%
-123.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | -0.2% |
| 7D | -16.0% | +1.1% | -17.1% | -15.4% |
| 30D | -55.4% | +8.7% | -64.1% | -52.7% |
| 3M | -87.5% | -17.3% | -70.2% | -89.3% |
| 6M | -81.2% | -19.7% | -61.5% | -84.1% |
| YTD | -86.8% | +24.8% | -111.7% | -86.1% |
| 1Y | -91.6% | +31.9% | -123.5% | -89.0% |
| All | -91.6% | +32.0% | -123.6% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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