-99.9%
AMIX vs EVRG
+97.2%
-197.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.1% | -8.4% | -8.4% |
| 7D | -10.9% | +1.0% | -11.8% | -11.2% |
| 30D | -55.0% | +7.5% | -62.5% | -56.7% |
| 3M | -82.0% | +6.8% | -88.8% | -82.6% |
| 6M | -80.4% | +7.7% | -88.2% | -81.3% |
| YTD | -88.3% | +24.9% | -113.1% | -89.7% |
| 1Y | -92.4% | +18.1% | -110.5% | -93.0% |
| All | -99.9% | +97.2% | -197.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling