-89.7%
AMIX vs GEN
+18.5%
-108.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.7% | +8.1% | +8.8% |
| 7D | +11.4% | +1.0% | +10.4% | +11.4% |
| 30D | -40.5% | +29.1% | -69.6% | -41.9% |
| 3M | -80.1% | +2.9% | -83.0% | -80.0% |
| 6M | -74.8% | +33.6% | -108.4% | -75.3% |
| YTD | -84.0% | +12.0% | -96.0% | -87.4% |
| 1Y | -89.7% | +16.2% | -105.9% | -90.4% |
| All | -89.7% | +18.5% | -108.2% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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