-79.4%
AMIX vs EXR
+16.8%
-96.3%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -2.8% |
| 7D | -25.1% | +11.3% | -36.4% | -25.4% |
| 30D | -54.5% | +21.2% | -75.7% | -55.9% |
| 3M | -91.7% | +8.7% | -100.5% | -91.6% |
| 6M | -79.4% | +18.2% | -97.7% | -79.4% |
| All | -79.4% | +16.8% | -96.3% | -79.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling