-99.9%
AMIX vs NDAQ
+92.9%
-192.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -9.9% | +1.3% | -11.1% | -10.0% |
| 30D | -52.8% | +18.0% | -70.7% | -54.4% |
| 3M | -80.0% | +11.5% | -91.6% | -80.5% |
| 6M | -80.2% | +21.1% | -101.3% | -81.5% |
| YTD | -88.1% | +12.8% | -100.9% | -88.6% |
| 1Y | -91.1% | +25.7% | -116.8% | -92.0% |
| All | -99.9% | +92.9% | -192.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling