-99.8%
AMIX vs NXT
+95.1%
-194.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.2% | -3.1% | -2.4% |
| 7D | -13.7% | -1.1% | -12.6% | -13.2% |
| 30D | -62.1% | -15.3% | -46.7% | -59.6% |
| 3M | -46.2% | -43.8% | -2.4% | -41.9% |
| 6M | -46.4% | -18.7% | -27.8% | -43.7% |
| YTD | -60.3% | -3.0% | -57.3% | -59.0% |
| 1Y | -79.7% | +22.7% | -102.4% | -79.8% |
| All | -99.8% | +95.1% | -194.9% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling