-81.4%
AMIX vs ITOT
+19.2%
-100.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.3% | +2.7% |
| 7D | -3.4% | +0.7% | -4.0% | -6.8% |
| 30D | -54.4% | -1.1% | -53.3% | -51.8% |
| 3M | -45.7% | +3.9% | -49.6% | -45.6% |
| 6M | -49.2% | +14.7% | -63.9% | -54.4% |
| YTD | -60.3% | +13.3% | -73.7% | -63.7% |
| 1Y | -81.4% | +19.1% | -100.5% | -83.7% |
| All | -81.4% | +19.2% | -100.6% | -83.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling