-99.8%
AMIX vs DBX
+8.3%
-108.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -0.4% |
| 7D | -13.7% | -2.4% | -11.3% | -12.4% |
| 30D | -62.1% | -0.5% | -61.6% | -62.3% |
| 3M | -46.2% | +28.1% | -74.2% | -46.9% |
| 6M | -46.4% | +33.1% | -79.5% | -46.9% |
| YTD | -60.3% | +25.3% | -85.5% | -60.9% |
| 1Y | -79.7% | +18.3% | -98.0% | -80.1% |
| All | -99.8% | +8.3% | -108.1% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling