-99.9%
AMIX vs NXT
+132.3%
-232.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.8% | -20.8% | -20.3% |
| 7D | -8.1% | -5.7% | -2.3% | -6.3% |
| 30D | -52.3% | +18.5% | -70.8% | -56.1% |
| 3M | -83.8% | -4.1% | -79.7% | -83.8% |
| 6M | -79.0% | -20.3% | -58.6% | -79.4% |
| YTD | -87.2% | +15.5% | -102.7% | -87.9% |
| 1Y | -91.7% | -5.0% | -86.7% | -92.0% |
| All | -99.9% | +132.3% | -232.2% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling