-99.9%
AMIX vs CASY
+157.6%
-257.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.9% | +7.9% | +8.9% |
| 7D | +11.4% | +5.0% | +6.5% | +11.8% |
| 30D | -40.5% | +8.2% | -48.7% | -40.2% |
| 3M | -80.1% | -18.2% | -61.9% | -80.4% |
| 6M | -74.8% | -18.6% | -56.2% | -75.1% |
| YTD | -84.0% | +26.8% | -110.8% | -86.6% |
| 1Y | -89.7% | +31.6% | -121.3% | -91.6% |
| All | -99.9% | +157.6% | -257.5% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling