-79.7%
AMIX vs IT
-24.5%
-55.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.6% | +2.7% | +13.8% |
| 7D | -13.7% | -6.0% | -7.7% | +3.5% |
| 30D | -62.1% | 0.0% | -62.1% | -68.3% |
| 3M | -46.2% | +13.1% | -59.2% | -61.1% |
| 6M | -46.4% | +11.7% | -58.1% | -61.4% |
| YTD | -60.3% | -26.1% | -34.2% | -73.7% |
| 1Y | -79.7% | -21.3% | -58.4% | -85.5% |
| All | -79.7% | -24.5% | -55.2% | -85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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