-81.7%
AMIX vs OSCR
+56.5%
-138.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | -0.5% |
| 7D | +1.6% | +4.7% | -3.2% | +1.9% |
| 30D | -50.8% | +14.8% | -65.6% | -50.3% |
| 3M | -46.3% | +16.7% | -62.9% | -46.9% |
| 6M | -49.9% | +127.5% | -177.4% | -56.9% |
| YTD | -60.4% | +121.0% | -181.4% | -66.0% |
| 1Y | -81.7% | +58.4% | -140.1% | -84.4% |
| All | -81.7% | +56.5% | -138.2% | -84.4% |
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