-99.9%
AMIX vs NI
+91.0%
-190.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.1% | +9.8% | +10.7% |
| 7D | +1.2% | +0.4% | +0.7% | +1.0% |
| 30D | -45.3% | +11.3% | -56.6% | -48.6% |
| 3M | -83.1% | +6.5% | -89.5% | -83.7% |
| 6M | -76.9% | -2.3% | -74.6% | -76.7% |
| YTD | -85.3% | +10.8% | -96.1% | -86.9% |
| 1Y | -89.8% | +6.2% | -96.1% | -90.5% |
| All | -99.9% | +91.0% | -190.9% | -99.9% |
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