-89.7%
AMIX vs Q
+30.6%
-120.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.2% | +10.0% | +9.9% |
| 7D | +11.4% | +4.0% | +7.5% | +7.0% |
| 30D | -40.5% | -2.3% | -38.2% | -40.0% |
| 3M | -80.1% | -7.9% | -72.2% | -79.3% |
| 6M | -74.8% | -16.0% | -58.8% | -71.4% |
| YTD | -84.0% | +51.7% | -135.7% | -82.1% |
| 1Y | -89.7% | +28.3% | -118.0% | -89.0% |
| All | -89.7% | +30.6% | -120.3% | -89.0% |
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