-91.1%
AMIX vs DAR
+61.9%
-152.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.0% |
| 7D | -9.9% | +11.6% | -21.4% | -11.0% |
| 30D | -52.8% | -10.2% | -42.5% | -52.1% |
| 3M | -80.0% | -14.8% | -65.2% | -79.6% |
| 6M | -80.2% | -10.1% | -70.2% | -80.2% |
| YTD | -88.1% | +55.5% | -143.7% | -87.4% |
| 1Y | -91.1% | +61.7% | -152.7% | -90.2% |
| All | -91.1% | +61.9% | -152.9% | -90.2% |
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