-81.2%
AMIX vs MKC
+0.4%
-81.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +1.1% |
| 7D | -16.0% | +2.3% | -18.4% | -16.9% |
| 30D | -55.4% | +8.1% | -63.5% | -57.5% |
| 3M | -87.5% | -6.4% | -81.1% | -87.1% |
| 6M | -81.2% | +1.8% | -83.0% | -78.6% |
| All | -81.2% | +0.4% | -81.6% | -78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 6mo: compounded portfolio wealth divided by compounded MKC 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…
6mo analysis · Full analysis span regression · 6 months rolling