-91.6%
AMIX vs IRM
+19.5%
-111.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.1% |
| 7D | -25.1% | +2.6% | -27.7% | -25.2% |
| 30D | -54.5% | +5.6% | -60.2% | -54.5% |
| 3M | -91.7% | -4.7% | -87.0% | -91.7% |
| 6M | -79.4% | -6.1% | -73.3% | -79.3% |
| YTD | -86.1% | +46.3% | -132.4% | -85.3% |
| 1Y | -91.6% | +18.7% | -110.3% | -92.2% |
| All | -91.6% | +19.5% | -111.0% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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