-79.7%
AMIX vs D
+15.7%
-95.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -0.7% |
| 7D | -13.7% | +0.4% | -14.2% | -14.0% |
| 30D | -62.1% | -3.6% | -58.5% | -60.9% |
| 3M | -46.2% | -1.0% | -45.2% | -43.7% |
| 6M | -46.4% | +6.3% | -52.7% | -44.6% |
| YTD | -60.3% | +14.7% | -75.0% | -61.5% |
| 1Y | -79.7% | +16.9% | -96.6% | -77.9% |
| All | -79.7% | +15.7% | -95.3% | -77.9% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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