-90.5%
AMIX vs MKTX
-0.9%
-89.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | 0.0% | +11.8% | +11.9% |
| 7D | +1.2% | +0.1% | +1.1% | +1.2% |
| 30D | -45.3% | +0.7% | -46.0% | -45.2% |
| 3M | -83.1% | +2.4% | -85.5% | -82.9% |
| 6M | -76.9% | +13.5% | -90.3% | -74.1% |
| YTD | -85.3% | -7.2% | -78.0% | -84.4% |
| All | -90.5% | -0.9% | -89.7% | -89.2% |
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