-91.6%
AMIX vs Q
+17.3%
-108.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.3% | -6.1% |
| 7D | -16.0% | +0.3% | -16.3% | -16.7% |
| 30D | -55.4% | -9.8% | -45.6% | -51.3% |
| 3M | -87.5% | -12.2% | -75.3% | -86.6% |
| 6M | -81.2% | -21.6% | -59.6% | -77.5% |
| YTD | -86.8% | +43.6% | -130.4% | -85.1% |
| 1Y | -91.6% | +25.7% | -117.3% | -90.6% |
| All | -91.6% | +17.3% | -108.9% | -90.6% |
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