-99.9%
AMIX vs MKTX
-37.2%
-62.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.9% | +0.2% | -10.1% | -9.8% |
| 30D | -52.8% | +0.9% | -53.7% | -52.7% |
| 3M | -80.0% | +2.6% | -82.6% | -80.0% |
| 6M | -80.2% | +20.4% | -100.7% | -79.4% |
| YTD | -88.1% | -7.1% | -81.1% | -87.2% |
| 1Y | -91.1% | -2.8% | -88.3% | -90.4% |
| All | -99.9% | -37.2% | -62.7% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling