-99.9%
AMIX vs PL
+398.7%
-498.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -10.1% | +4.5% | -3.9% |
| 7D | -25.5% | -20.5% | -4.9% | -22.6% |
| 30D | -56.2% | -38.8% | -17.4% | -52.7% |
| 3M | -87.4% | -49.1% | -38.3% | -86.1% |
| 6M | -80.9% | -69.4% | -11.5% | -78.3% |
| YTD | -86.8% | -42.3% | -44.5% | -85.6% |
| 1Y | -91.3% | -14.2% | -77.1% | -90.7% |
| All | -99.9% | +398.7% | -498.6% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling