-91.6%
AMIX vs IOT
+8.2%
-99.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.1% | -7.1% | -5.5% |
| 7D | -25.1% | -0.5% | -24.7% | -25.0% |
| 30D | -54.5% | +1.0% | -55.5% | -55.1% |
| 3M | -91.7% | +10.9% | -102.7% | -92.7% |
| 6M | -79.4% | +39.9% | -119.3% | -82.0% |
| YTD | -86.1% | +20.8% | -106.8% | -89.5% |
| 1Y | -91.6% | +10.6% | -102.1% | -93.2% |
| All | -91.6% | +8.2% | -99.7% | -93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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