-79.4%
AMIX vs DAR
-18.4%
-61.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.6% | -1.7% |
| 7D | -25.1% | -5.7% | -19.4% | -22.7% |
| 30D | -54.5% | -16.6% | -37.9% | -49.8% |
| 3M | -91.7% | -13.1% | -78.7% | -91.3% |
| 6M | -79.4% | -18.8% | -60.7% | -80.5% |
| All | -79.4% | -18.4% | -61.0% | -80.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling