-99.9%
AMIX vs DOC
+24.9%
-124.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -3.5% |
| 7D | -25.1% | +8.7% | -33.8% | -26.2% |
| 30D | -54.5% | +7.6% | -62.2% | -55.1% |
| 3M | -91.7% | -5.3% | -86.5% | -91.7% |
| 6M | -79.4% | +27.6% | -107.0% | -81.3% |
| YTD | -86.1% | +32.4% | -118.5% | -87.6% |
| 1Y | -91.6% | +22.9% | -114.4% | -92.3% |
| All | -99.9% | +24.9% | -124.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling