-99.9%
AMIX vs IBN
+43.3%
-143.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -1.1% |
| 7D | -16.0% | +15.1% | -31.1% | -19.5% |
| 30D | -55.4% | +21.6% | -77.1% | -58.1% |
| 3M | -87.5% | +11.2% | -98.7% | -87.9% |
| 6M | -81.2% | +27.8% | -109.0% | -82.6% |
| YTD | -86.8% | +14.7% | -101.5% | -87.5% |
| 1Y | -91.6% | +14.4% | -106.0% | -92.0% |
| All | -99.9% | +43.3% | -143.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling