-99.8%
AMIX vs CLX
-29.1%
-70.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.6% | +0.2% |
| 7D | -13.7% | -9.2% | -4.5% | +1.1% |
| 30D | -62.1% | -11.0% | -51.0% | -54.4% |
| 3M | -46.2% | +5.0% | -51.2% | -38.0% |
| 6M | -46.4% | -18.8% | -27.6% | -40.3% |
| YTD | -60.3% | -4.4% | -55.9% | -54.5% |
| 1Y | -79.7% | -21.9% | -57.8% | -77.4% |
| All | -99.8% | -29.1% | -70.6% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling