-91.1%
AMIX vs DRI
+34.4%
-125.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.3% |
| 7D | -9.9% | +1.1% | -10.9% | -9.4% |
| 30D | -52.8% | +9.7% | -62.5% | -49.8% |
| 3M | -80.0% | +3.2% | -83.2% | -79.8% |
| 6M | -80.2% | +20.6% | -100.8% | -77.6% |
| YTD | -88.1% | +28.3% | -116.4% | -84.9% |
| 1Y | -91.1% | +34.5% | -125.6% | -87.3% |
| All | -91.1% | +34.4% | -125.5% | -87.3% |
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