-91.6%
AMIX vs DRI
+34.0%
-125.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.1% | -8.1% | +0.3% |
| 7D | -25.1% | +6.5% | -31.6% | -21.8% |
| 30D | -54.5% | +16.4% | -70.9% | -49.6% |
| 3M | -91.7% | +13.6% | -105.4% | -90.8% |
| 6M | -79.4% | +22.0% | -101.5% | -76.5% |
| YTD | -86.1% | +29.3% | -115.4% | -82.2% |
| 1Y | -91.6% | +32.0% | -123.6% | -88.6% |
| All | -91.6% | +34.0% | -125.6% | -88.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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