-89.7%
AMIX vs EXE
-20.6%
-69.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.3% | +6.5% | +10.4% |
| 7D | +11.4% | -2.2% | +13.7% | +8.9% |
| 30D | -40.5% | -0.3% | -40.2% | -40.9% |
| 3M | -80.1% | -9.3% | -70.8% | -81.6% |
| 6M | -74.8% | -7.2% | -67.6% | -76.9% |
| YTD | -84.0% | -18.9% | -65.1% | -85.6% |
| 1Y | -89.7% | -21.7% | -68.0% | -90.6% |
| All | -89.7% | -20.6% | -69.1% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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