-46.4%
AMIX vs DRI
+4.2%
-50.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -2.4% |
| 7D | -13.7% | +0.6% | -14.3% | -13.2% |
| 30D | -62.1% | +3.8% | -65.9% | -60.3% |
| 3M | -46.2% | +13.0% | -59.2% | -41.6% |
| 6M | -46.4% | +8.3% | -54.7% | -43.0% |
| All | -46.4% | +4.2% | -50.6% | -43.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling