-92.4%
AMIX vs DAR
+59.8%
-152.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +2.2% | -10.6% | -8.6% |
| 7D | -10.9% | +9.2% | -20.0% | -11.8% |
| 30D | -55.0% | -12.3% | -42.7% | -54.3% |
| 3M | -82.0% | -12.7% | -69.3% | -81.7% |
| 6M | -80.4% | -12.8% | -67.7% | -80.5% |
| YTD | -88.3% | +53.8% | -142.0% | -87.7% |
| 1Y | -92.4% | +60.3% | -152.7% | -91.6% |
| All | -92.4% | +59.8% | -152.2% | -91.6% |
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