-99.8%
AMIX vs IDXX
-3.3%
-96.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.4% | -3.6% |
| 7D | -6.3% | -4.3% | -2.0% | -5.3% |
| 30D | -51.9% | -13.7% | -38.3% | -50.0% |
| 3M | -44.9% | -9.1% | -35.9% | -42.4% |
| 6M | -47.9% | -15.4% | -32.5% | -46.9% |
| YTD | -62.0% | -25.1% | -36.9% | -62.9% |
| 1Y | -82.0% | -20.6% | -61.4% | -81.9% |
| All | -99.8% | -3.3% | -96.5% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling