-79.7%
AMIX vs DOCU
-9.0%
-70.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.7% | -5.6% | -5.1% |
| 7D | -13.7% | +6.9% | -20.6% | -19.0% |
| 30D | -62.1% | +19.0% | -81.1% | -69.7% |
| 3M | -46.2% | +34.3% | -80.5% | -56.6% |
| 6M | -46.4% | +48.0% | -94.4% | -57.4% |
| YTD | -60.3% | 0.0% | -60.3% | -69.3% |
| 1Y | -79.7% | -10.3% | -69.4% | -83.6% |
| All | -79.7% | -9.0% | -70.6% | -83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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