-91.6%
AMIX vs INDA
-7.3%
-84.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.7% | -5.7% | -8.9% |
| 7D | -25.1% | +6.9% | -32.0% | -36.4% |
| 30D | -54.5% | +7.4% | -61.9% | -61.9% |
| 3M | -91.7% | -1.0% | -90.8% | -91.4% |
| 6M | -79.4% | +2.9% | -82.3% | -79.1% |
| YTD | -86.1% | -7.4% | -78.6% | -83.3% |
| 1Y | -91.6% | -7.4% | -84.2% | -89.8% |
| All | -91.6% | -7.3% | -84.2% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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