-99.8%
AMIX vs NI
+76.4%
-176.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.5% | -0.9% |
| 7D | -3.4% | +2.3% | -5.7% | -4.6% |
| 30D | -54.4% | -1.7% | -52.7% | -53.9% |
| 3M | -45.7% | -8.0% | -37.7% | -43.4% |
| 6M | -49.2% | -8.6% | -40.5% | -47.2% |
| YTD | -60.3% | +2.3% | -62.7% | -63.2% |
| 1Y | -81.4% | +6.9% | -88.3% | -83.1% |
| All | -99.8% | +76.4% | -176.2% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling