-91.6%
AMIX vs NI
+5.9%
-97.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | -16.0% | -0.9% | -15.1% | -15.8% |
| 30D | -55.4% | +9.6% | -65.1% | -56.3% |
| 3M | -87.5% | +2.5% | -90.0% | -87.5% |
| 6M | -81.2% | -5.8% | -75.4% | -81.0% |
| YTD | -86.8% | +8.6% | -95.4% | -90.9% |
| 1Y | -91.6% | +6.0% | -97.6% | -93.3% |
| All | -91.6% | +5.9% | -97.5% | -93.3% |
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