-91.6%
AMIX vs IRE
-98.3%
+6.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +39.6% | -39.6% | -3.5% |
| 7D | -16.0% | -27.2% | +11.2% | -14.9% |
| 30D | -55.4% | -75.1% | +19.7% | -51.0% |
| 3M | -87.5% | -77.9% | -9.6% | -86.3% |
| 6M | -81.2% | -94.6% | +13.4% | -76.7% |
| YTD | -86.8% | -91.5% | +4.7% | -86.1% |
| 1Y | -91.6% | -97.8% | +6.2% | -88.5% |
| All | -91.6% | -98.3% | +6.8% | -88.5% |
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