-91.6%
AMIX vs QS
-71.4%
-20.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +7.5% | -10.5% | -9.1% |
| 7D | -25.1% | +4.5% | -29.6% | -27.9% |
| 30D | -54.5% | -4.1% | -50.4% | -53.4% |
| 3M | -91.7% | -22.1% | -69.6% | -90.1% |
| 6M | -79.4% | -38.4% | -41.1% | -74.1% |
| YTD | -86.1% | -57.5% | -28.6% | -82.7% |
| 1Y | -91.6% | -71.3% | -20.3% | -90.8% |
| All | -91.6% | -71.4% | -20.1% | -90.8% |
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