-81.3%
AMIX vs OTIS
-16.3%
-65.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OTIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.2% |
| 7D | -13.7% | -0.7% | -13.0% | -12.3% |
| 30D | -62.1% | -2.0% | -60.1% | -60.8% |
| 3M | -46.2% | +2.6% | -48.7% | -43.0% |
| 6M | -46.4% | -20.9% | -25.5% | -47.4% |
| YTD | -60.3% | -17.1% | -43.2% | -59.9% |
| All | -81.3% | -16.3% | -65.0% | -81.5% |
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