-93.6%
AMIX vs Q
+66.4%
-160.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.3% | -5.9% |
| 7D | -16.0% | +0.3% | -16.3% | -16.6% |
| 30D | -55.4% | -9.8% | -45.6% | -51.5% |
| 3M | -87.5% | -12.2% | -75.3% | -86.6% |
| 6M | -81.2% | -21.6% | -59.6% | -77.6% |
| YTD | -86.8% | +43.6% | -130.4% | -84.6% |
| 1Y | -91.6% | +25.7% | -117.3% | -90.3% |
| All | -93.6% | +66.4% | -160.0% | -92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling