-99.8%
AMIX vs MKTX
-38.2%
-61.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -13.7% | +0.4% | -14.1% | -13.7% |
| 30D | -62.1% | +1.1% | -63.1% | -62.0% |
| 3M | -46.2% | +36.1% | -82.3% | -44.5% |
| 6M | -46.4% | -12.9% | -33.6% | -41.9% |
| YTD | -60.3% | -8.5% | -51.7% | -57.2% |
| 1Y | -79.7% | -7.5% | -72.1% | -78.1% |
| All | -99.8% | -38.2% | -61.6% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling