-99.8%
AMIX vs DAR
+47.5%
-147.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.1% | -1.9% |
| 7D | -13.7% | +1.4% | -15.1% | -13.9% |
| 30D | -62.1% | +12.8% | -74.9% | -62.6% |
| 3M | -46.2% | +7.4% | -53.5% | -46.6% |
| 6M | -46.4% | +22.3% | -68.7% | -47.2% |
| YTD | -60.3% | +81.1% | -141.3% | -61.5% |
| 1Y | -79.7% | +106.5% | -186.2% | -80.4% |
| All | -99.8% | +47.5% | -147.3% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling