-91.6%
AMIX vs D
+19.8%
-111.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +1.1% |
| 7D | -16.0% | +3.0% | -19.0% | -18.1% |
| 30D | -55.4% | +11.5% | -66.9% | -59.8% |
| 3M | -87.5% | +3.7% | -91.2% | -87.8% |
| 6M | -81.2% | +13.5% | -94.7% | -81.7% |
| YTD | -86.8% | +20.7% | -107.6% | -88.7% |
| 1Y | -91.6% | +18.2% | -109.8% | -92.0% |
| All | -91.6% | +19.8% | -111.4% | -92.0% |
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