-99.9%
AMIX vs ITOT
+58.2%
-158.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.5% | +9.4% | +7.4% |
| 7D | +1.2% | +0.2% | +1.0% | +0.8% |
| 30D | -45.3% | -3.0% | -42.3% | -42.0% |
| 3M | -83.1% | -2.7% | -80.3% | -82.2% |
| 6M | -76.9% | +2.6% | -79.5% | -76.4% |
| YTD | -85.3% | +11.5% | -96.8% | -85.8% |
| 1Y | -89.8% | +13.5% | -103.3% | -90.3% |
| All | -99.9% | +58.2% | -158.1% | -99.9% |
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