-99.9%
AMIX vs DAR
+16.7%
-116.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.8% | +10.7% | +9.0% |
| 7D | +11.4% | -3.8% | +15.3% | +11.8% |
| 30D | -40.5% | -14.4% | -26.1% | -39.8% |
| 3M | -80.1% | -17.9% | -62.2% | -79.8% |
| 6M | -74.8% | -18.3% | -56.5% | -74.5% |
| YTD | -84.0% | +43.2% | -127.2% | -84.2% |
| 1Y | -89.7% | +57.7% | -147.4% | -89.9% |
| All | -99.9% | +16.7% | -116.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling