-91.6%
AMIX vs NI
+9.5%
-101.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.2% |
| 7D | -25.1% | +3.9% | -29.0% | -25.6% |
| 30D | -54.5% | +15.3% | -69.8% | -55.9% |
| 3M | -91.7% | +2.4% | -94.1% | -91.7% |
| 6M | -79.4% | -4.5% | -74.9% | -79.1% |
| YTD | -86.1% | +11.4% | -97.4% | -90.4% |
| 1Y | -91.6% | +8.5% | -100.0% | -93.2% |
| All | -91.6% | +9.5% | -101.0% | -93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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