-91.6%
AMIX vs P
+19.7%
-111.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.0% | +2.0% | -0.6% |
| 7D | -25.1% | -19.4% | -5.8% | -16.9% |
| 30D | -54.5% | -22.3% | -32.2% | -49.3% |
| 3M | -91.7% | +33.2% | -124.9% | -93.5% |
| 6M | -79.4% | +53.6% | -133.1% | -84.2% |
| YTD | -86.1% | +66.8% | -152.9% | -89.7% |
| 1Y | -91.6% | +17.5% | -109.1% | -93.1% |
| All | -91.6% | +19.7% | -111.3% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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