-82.1%
AMIX vs IDXX
-20.8%
-61.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | +0.3% |
| 7D | -4.8% | -5.7% | +0.9% | +4.9% |
| 30D | -42.0% | -11.5% | -30.5% | -29.5% |
| 3M | -46.5% | -9.5% | -37.0% | -31.2% |
| 6M | -48.2% | -16.0% | -32.3% | -33.9% |
| YTD | -62.2% | -25.4% | -36.8% | -53.0% |
| 1Y | -82.1% | -21.8% | -60.3% | -77.5% |
| All | -82.1% | -20.8% | -61.3% | -77.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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