-91.6%
AMIX vs IAG
+45.3%
-136.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.6% |
| 7D | -25.5% | +4.5% | -30.0% | -25.5% |
| 30D | -56.2% | -5.7% | -50.5% | -56.2% |
| 3M | -87.4% | +10.1% | -97.6% | -87.2% |
| 6M | -80.9% | +7.3% | -88.2% | -80.3% |
| YTD | -86.8% | +6.1% | -93.0% | -86.4% |
| All | -91.6% | +45.3% | -136.9% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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