-99.9%
AMIX vs IBN
+45.9%
-145.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +1.0% |
| 7D | -9.9% | +1.9% | -11.7% | -10.2% |
| 30D | -52.8% | +22.1% | -74.9% | -55.5% |
| 3M | -80.0% | +17.1% | -97.1% | -80.9% |
| 6M | -80.2% | +35.5% | -115.8% | -82.0% |
| YTD | -88.1% | +16.8% | -104.9% | -88.8% |
| 1Y | -91.1% | +12.4% | -103.5% | -91.4% |
| All | -99.9% | +45.9% | -145.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling