-91.7%
AMIX vs DRI
+36.0%
-127.7%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.1% | -20.1% | -19.9% |
| 7D | -8.1% | -0.7% | -7.4% | -8.6% |
| 30D | -52.3% | +14.7% | -67.0% | -47.8% |
| 3M | -83.8% | +5.4% | -89.2% | -83.1% |
| 6M | -79.0% | +18.8% | -97.8% | -76.3% |
| YTD | -87.2% | +28.4% | -115.5% | -84.0% |
| 1Y | -91.7% | +37.7% | -129.4% | -88.1% |
| All | -91.7% | +36.0% | -127.7% | -88.1% |
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