-91.6%
AMIX vs IT
-20.0%
-71.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.0% | +4.0% | +12.1% |
| 7D | -16.0% | -16.9% | +0.9% | +30.1% |
| 30D | -55.4% | +2.3% | -57.8% | -71.4% |
| 3M | -87.5% | +2.9% | -90.4% | -94.9% |
| 6M | -81.2% | +25.9% | -107.1% | -93.3% |
| YTD | -86.8% | -24.6% | -62.2% | -96.7% |
| 1Y | -91.6% | -16.0% | -75.5% | -96.9% |
| All | -91.6% | -20.0% | -71.6% | -96.9% |
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