-91.6%
AMIX vs OTIS
-9.8%
-81.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.9% | -6.9% | -8.2% |
| 7D | -25.1% | +9.5% | -34.6% | -35.4% |
| 30D | -54.5% | +21.1% | -75.6% | -67.7% |
| 3M | -91.7% | +9.0% | -100.8% | -92.8% |
| 6M | -79.4% | +6.4% | -85.9% | -82.3% |
| YTD | -86.1% | -7.1% | -78.9% | -88.4% |
| 1Y | -91.6% | -10.1% | -81.4% | -93.6% |
| All | -91.6% | -9.8% | -81.8% | -93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OTIS.
Daily Out/Under-Performance
Portfolio return minus OTIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OTIS 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 OTIS 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