-91.6%
AMIX vs OSCR
+104.5%
-196.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +8.6% | -11.6% | -2.1% |
| 7D | -25.1% | +15.5% | -40.6% | -24.0% |
| 30D | -54.5% | +8.5% | -63.1% | -54.0% |
| 3M | -91.7% | +15.8% | -107.6% | -91.5% |
| 6M | -79.4% | +89.5% | -168.9% | -81.3% |
| YTD | -86.1% | +144.9% | -230.9% | -88.3% |
| 1Y | -91.6% | +105.1% | -196.6% | -92.6% |
| All | -91.6% | +104.5% | -196.0% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 OSCR 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