-99.9%
AMIX vs DKS
-1.9%
-98.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -16.0% | -2.1% | -13.9% | -16.5% |
| 30D | -55.4% | +7.3% | -62.8% | -54.3% |
| 3M | -87.5% | -28.4% | -59.1% | -87.9% |
| 6M | -81.2% | -36.9% | -44.3% | -82.0% |
| YTD | -86.8% | -27.3% | -59.5% | -87.2% |
| 1Y | -91.6% | -33.2% | -58.4% | -91.8% |
| All | -99.9% | -1.9% | -98.0% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling