-89.7%
AMIX vs DKS
-30.4%
-59.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.6% | +7.3% | +9.8% |
| 7D | +11.4% | +9.4% | +2.0% | +17.6% |
| 30D | -40.5% | +9.8% | -50.3% | -36.8% |
| 3M | -80.1% | -29.3% | -50.8% | -82.2% |
| 6M | -74.8% | -32.6% | -42.3% | -77.8% |
| YTD | -84.0% | -22.6% | -61.4% | -83.9% |
| 1Y | -89.7% | -29.8% | -59.9% | -90.8% |
| All | -89.7% | -30.4% | -59.3% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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