-99.9%
AMIX vs NXT
+142.2%
-242.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +5.3% | -5.3% | -2.0% |
| 7D | -16.0% | +32.2% | -48.3% | -25.8% |
| 30D | -55.4% | +21.9% | -77.4% | -59.3% |
| 3M | -87.5% | +6.6% | -94.1% | -88.1% |
| 6M | -81.2% | -16.8% | -64.4% | -81.9% |
| YTD | -86.8% | +20.4% | -107.3% | -87.8% |
| 1Y | -91.6% | -1.5% | -90.0% | -92.0% |
| All | -99.9% | +142.2% | -242.1% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling