-79.7%
AMIX vs EXR
+1.1%
-80.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -2.0% |
| 7D | -13.7% | -2.6% | -11.2% | -13.9% |
| 30D | -62.1% | -7.2% | -54.9% | -62.3% |
| 3M | -46.2% | -3.5% | -42.7% | -45.7% |
| 6M | -46.4% | -5.3% | -41.1% | -46.6% |
| YTD | -60.3% | +9.4% | -69.6% | -56.9% |
| 1Y | -79.7% | +1.3% | -81.0% | -77.1% |
| All | -79.7% | +1.1% | -80.8% | -77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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