-89.7%
AMIX vs EFX
-8.7%
-81.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.1% | +8.9% | +8.8% |
| 7D | +11.4% | +0.3% | +11.2% | +11.1% |
| 30D | -40.5% | +29.1% | -69.6% | -49.4% |
| 3M | -80.1% | +4.3% | -84.4% | -80.7% |
| 6M | -74.8% | +7.7% | -82.6% | -75.9% |
| YTD | -84.0% | -12.5% | -71.5% | -84.4% |
| 1Y | -89.7% | -8.8% | -80.9% | -88.7% |
| All | -89.7% | -8.7% | -81.0% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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