-99.8%
AMIX vs IP
+12.5%
-112.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.8% |
| 7D | -13.7% | -5.3% | -8.5% | -11.9% |
| 30D | -62.1% | -10.9% | -51.2% | -60.4% |
| 3M | -46.2% | +11.2% | -57.3% | -47.1% |
| 6M | -46.4% | -10.2% | -36.2% | -45.8% |
| YTD | -60.3% | -2.0% | -58.3% | -60.4% |
| 1Y | -79.7% | -19.1% | -60.6% | -78.7% |
| All | -99.8% | +12.5% | -112.3% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 3y: compounded portfolio wealth divided by compounded IP 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…
3y analysis · Full analysis span regression · 6 months rolling