-91.3%
AMIX vs D
+22.0%
-113.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.2% | -5.4% | -5.5% |
| 7D | -25.5% | +6.9% | -32.4% | -29.6% |
| 30D | -56.2% | +12.3% | -68.5% | -60.6% |
| 3M | -87.4% | +3.0% | -90.5% | -87.7% |
| 6M | -80.9% | +12.8% | -93.7% | -81.4% |
| YTD | -86.8% | +22.6% | -109.4% | -88.8% |
| 1Y | -91.3% | +21.7% | -113.0% | -92.5% |
| All | -91.3% | +22.0% | -113.4% | -92.5% |
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