-91.6%
AMIX vs IRE
-97.6%
+6.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -23.2% | +20.2% | -1.2% |
| 7D | -25.1% | -46.8% | +21.7% | -21.7% |
| 30D | -54.5% | -75.5% | +21.0% | -50.1% |
| 3M | -91.7% | -79.4% | -12.3% | -90.9% |
| 6M | -79.4% | -91.3% | +11.8% | -75.8% |
| YTD | -86.1% | -90.8% | +4.8% | -84.8% |
| 1Y | -91.6% | -97.7% | +6.2% | -89.7% |
| All | -91.6% | -97.6% | +6.0% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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