-91.6%
AMIX vs CLX
-3.5%
-88.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.7% |
| 7D | -16.0% | +13.6% | -29.6% | -43.2% |
| 30D | -55.4% | +23.4% | -78.8% | -77.3% |
| 3M | -87.5% | -2.8% | -84.7% | -87.1% |
| 6M | -81.2% | +14.0% | -95.2% | -82.3% |
| YTD | -86.8% | +4.2% | -91.0% | -87.2% |
| 1Y | -91.6% | -1.2% | -90.4% | -92.3% |
| All | -91.6% | -3.5% | -88.1% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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