-99.8%
AMIX vs DRI
+45.9%
-145.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.9% |
| 7D | -13.7% | +0.6% | -14.3% | -13.7% |
| 30D | -62.1% | +3.8% | -65.9% | -62.1% |
| 3M | -46.2% | +13.0% | -59.2% | -46.8% |
| 6M | -46.4% | +8.3% | -54.7% | -46.8% |
| YTD | -60.3% | +20.6% | -80.9% | -61.7% |
| 1Y | -79.7% | +6.5% | -86.1% | -79.4% |
| All | -99.8% | +45.9% | -145.7% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling