-91.7%
AMIX vs INDA
-5.2%
-86.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.3% | -19.7% | -19.4% |
| 7D | -8.1% | +3.1% | -11.2% | -13.8% |
| 30D | -52.3% | +11.3% | -63.5% | -63.2% |
| 3M | -83.8% | +3.0% | -86.8% | -84.5% |
| 6M | -79.0% | +6.5% | -85.5% | -80.1% |
| YTD | -87.2% | -4.6% | -82.6% | -85.1% |
| 1Y | -91.7% | -5.8% | -85.9% | -89.7% |
| All | -91.7% | -5.2% | -86.5% | -89.7% |
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