-99.9%
AMIX vs IBN
+37.5%
-137.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +4.1% | -9.7% | -6.7% |
| 7D | -25.5% | +11.7% | -37.2% | -28.1% |
| 30D | -56.2% | +16.1% | -72.3% | -58.3% |
| 3M | -87.4% | +7.0% | -94.4% | -87.7% |
| 6M | -80.9% | +26.1% | -107.0% | -82.2% |
| YTD | -86.8% | +10.1% | -96.9% | -87.4% |
| 1Y | -91.3% | +8.0% | -99.3% | -91.6% |
| All | -99.9% | +37.5% | -137.4% | -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