-91.6%
AMIX vs IBB
+35.8%
-127.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -3.5% |
| 7D | -16.0% | -1.8% | -14.2% | -13.3% |
| 30D | -55.4% | +5.1% | -60.5% | -60.7% |
| 3M | -87.5% | +10.7% | -98.2% | -90.9% |
| 6M | -81.2% | +22.9% | -104.1% | -88.1% |
| YTD | -86.8% | +26.7% | -113.5% | -91.9% |
| 1Y | -91.6% | +35.1% | -126.7% | -95.5% |
| All | -91.6% | +35.8% | -127.3% | -95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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