-91.6%
AMIX vs NXT
+10.5%
-102.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +11.1% | -14.1% | -11.2% |
| 7D | -25.1% | +30.0% | -55.1% | -40.7% |
| 30D | -54.5% | +28.6% | -83.1% | -64.0% |
| 3M | -91.7% | +8.4% | -100.1% | -92.6% |
| 6M | -79.4% | -8.7% | -70.7% | -81.8% |
| YTD | -86.1% | +22.5% | -108.5% | -86.4% |
| 1Y | -91.6% | +6.9% | -98.5% | -92.2% |
| All | -91.6% | +10.5% | -102.0% | -92.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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