-99.9%
AMIX vs IT
-58.6%
-41.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -1.1% | -7.3% | -6.4% |
| 7D | -10.9% | -3.7% | -7.2% | -5.9% |
| 30D | -55.0% | -3.1% | -51.9% | -58.6% |
| 3M | -82.0% | +6.3% | -88.4% | -88.6% |
| 6M | -80.4% | +24.8% | -105.2% | -87.8% |
| YTD | -88.3% | -24.4% | -63.9% | -92.8% |
| 1Y | -92.4% | -17.1% | -75.3% | -95.3% |
| All | -99.9% | -58.6% | -41.4% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling