-79.7%
AMIX vs GNRC
+6.8%
-86.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.4% | -4.3% | -5.0% |
| 7D | -13.7% | +1.9% | -15.7% | -16.0% |
| 30D | -62.1% | -13.8% | -48.2% | -54.9% |
| 3M | -46.2% | -32.6% | -13.5% | -37.7% |
| 6M | -46.4% | -15.2% | -31.2% | -35.8% |
| YTD | -60.3% | +37.4% | -97.6% | -47.1% |
| 1Y | -79.7% | +5.1% | -84.8% | -70.9% |
| All | -79.7% | +6.8% | -86.4% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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