-90.5%
AMIX vs DBX
+4.4%
-95.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -6.0% | +17.8% | +20.3% |
| 7D | +1.2% | -8.6% | +9.8% | +13.0% |
| 30D | -45.3% | -5.2% | -40.2% | -42.8% |
| 3M | -83.1% | -6.4% | -76.7% | -83.2% |
| 6M | -76.9% | +12.7% | -89.6% | -78.3% |
| YTD | -85.3% | +17.2% | -102.5% | -86.4% |
| All | -90.5% | +4.4% | -95.0% | -91.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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