-91.7%
AMIX vs DAR
+65.2%
-156.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +5.1% | -25.1% | -20.4% |
| 7D | -8.1% | +3.6% | -11.7% | -8.4% |
| 30D | -52.3% | -11.3% | -41.0% | -51.6% |
| 3M | -83.8% | -13.1% | -70.7% | -83.5% |
| 6M | -79.0% | -15.1% | -63.9% | -79.0% |
| YTD | -87.2% | +50.5% | -137.7% | -86.5% |
| 1Y | -91.7% | +57.9% | -149.6% | -90.8% |
| All | -91.7% | +65.2% | -156.9% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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