-99.9%
AMIX vs EWJ
+50.5%
-150.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +1.9% | -21.9% | -22.0% |
| 7D | -8.1% | -1.9% | -6.2% | -6.6% |
| 30D | -52.3% | -5.3% | -46.9% | -49.5% |
| 3M | -83.8% | -4.3% | -79.5% | -83.1% |
| 6M | -79.0% | +0.4% | -79.4% | -78.8% |
| YTD | -87.2% | +14.7% | -101.9% | -87.8% |
| 1Y | -91.7% | +14.7% | -106.4% | -92.1% |
| All | -99.9% | +50.5% | -150.4% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 3y: compounded portfolio wealth divided by compounded EWJ 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…
3y analysis · Full analysis span regression · 6 months rolling