-79.7%
AMIX vs COO
+4.1%
-83.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.5% | -0.4% | -1.4% |
| 7D | -13.7% | -2.2% | -11.5% | -13.0% |
| 30D | -62.1% | -7.0% | -55.1% | -61.3% |
| 3M | -46.2% | +12.2% | -58.4% | -45.8% |
| 6M | -46.4% | -15.1% | -31.3% | -46.8% |
| YTD | -60.3% | -15.1% | -45.2% | -60.6% |
| 1Y | -79.7% | +2.3% | -82.0% | -78.7% |
| All | -79.7% | +4.1% | -83.8% | -78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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