-79.7%
AMIX vs MKTX
-8.5%
-71.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -13.7% | +0.4% | -14.1% | -13.6% |
| 30D | -62.1% | +1.1% | -63.1% | -61.9% |
| 3M | -46.2% | +36.1% | -82.3% | -37.8% |
| 6M | -46.4% | -12.9% | -33.6% | -41.7% |
| YTD | -60.3% | -8.5% | -51.7% | -56.8% |
| 1Y | -79.7% | -7.5% | -72.1% | -77.0% |
| All | -79.7% | -8.5% | -71.2% | -77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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