-99.8%
AMIX vs CNI
+5.3%
-105.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.3% | -0.2% |
| 7D | -3.4% | +2.5% | -5.9% | -4.7% |
| 30D | -54.4% | -2.5% | -51.9% | -53.8% |
| 3M | -45.7% | +2.7% | -48.5% | -45.2% |
| 6M | -49.2% | +16.9% | -66.1% | -49.7% |
| YTD | -60.3% | +26.3% | -86.7% | -61.3% |
| 1Y | -81.4% | +31.1% | -112.5% | -82.0% |
| All | -99.8% | +5.3% | -105.0% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 10y: compounded portfolio wealth divided by compounded CNI 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…
10y analysis · Full analysis span regression · 6 months rolling