-99.8%
AMIX vs ITOT
+60.0%
-159.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.8% |
| 7D | +1.6% | -0.4% | +1.9% | +2.3% |
| 30D | -50.8% | -1.6% | -49.2% | -49.4% |
| 3M | -46.3% | +3.5% | -49.8% | -46.3% |
| 6M | -49.9% | +13.1% | -63.0% | -52.8% |
| YTD | -60.4% | +12.7% | -73.2% | -62.6% |
| 1Y | -81.7% | +18.3% | -100.0% | -83.1% |
| All | -99.8% | +60.0% | -159.8% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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