-80.7%
AMIX vs Q
+71.3%
-152.0%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -3.7% |
| 7D | -13.7% | +0.2% | -14.0% | -14.1% |
| 30D | -62.1% | -11.1% | -50.9% | -58.4% |
| 3M | -46.2% | -22.1% | -24.0% | -35.5% |
| 6M | -46.4% | +0.5% | -46.9% | -37.3% |
| YTD | -60.3% | +47.8% | -108.1% | -53.5% |
| All | -80.7% | +71.3% | -152.0% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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