-79.7%
AMIX vs CP
+19.9%
-99.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.3% | -1.8% |
| 7D | -13.7% | -2.7% | -11.0% | -14.7% |
| 30D | -62.1% | +0.2% | -62.2% | -61.9% |
| 3M | -46.2% | +2.6% | -48.7% | -45.1% |
| 6M | -46.4% | +6.0% | -52.4% | -45.4% |
| YTD | -60.3% | +24.9% | -85.2% | -58.1% |
| 1Y | -79.7% | +20.1% | -99.8% | -77.8% |
| All | -79.7% | +19.9% | -99.6% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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