-79.7%
AMIX vs QS
-28.5%
-51.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.5% | -2.2% |
| 7D | -13.7% | -2.3% | -11.4% | -12.7% |
| 30D | -62.1% | -0.7% | -61.3% | -62.5% |
| 3M | -46.2% | -39.6% | -6.5% | -42.0% |
| 6M | -46.4% | -21.7% | -24.7% | -44.1% |
| YTD | -60.3% | -47.4% | -12.9% | -57.6% |
| 1Y | -79.7% | -28.4% | -51.3% | -78.1% |
| All | -79.7% | -28.5% | -51.2% | -78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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