-92.4%
AMIX vs DRI
+36.6%
-129.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.5% | -8.0% | -8.7% |
| 7D | -10.9% | -0.3% | -10.5% | -11.1% |
| 30D | -55.0% | +10.8% | -65.8% | -51.9% |
| 3M | -82.0% | +0.9% | -82.9% | -82.1% |
| 6M | -80.4% | +16.3% | -96.8% | -78.2% |
| YTD | -88.3% | +27.8% | -116.0% | -85.3% |
| 1Y | -92.4% | +33.9% | -126.2% | -89.4% |
| All | -92.4% | +36.6% | -129.0% | -89.4% |
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