-99.9%
AMIX vs EVRG
+97.6%
-197.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.3% | +8.6% |
| 7D | +11.4% | +3.5% | +7.9% | +9.6% |
| 30D | -40.5% | +9.2% | -49.8% | -43.2% |
| 3M | -80.1% | +8.6% | -88.7% | -81.0% |
| 6M | -74.8% | +10.0% | -84.8% | -76.2% |
| YTD | -84.0% | +25.1% | -109.1% | -85.9% |
| 1Y | -89.7% | +19.5% | -109.2% | -90.6% |
| All | -99.9% | +97.6% | -197.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 10y: compounded portfolio wealth divided by compounded EVRG 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…
10y analysis · Full analysis span regression · 6 months rolling