-90.5%
AMIX vs QS
-73.4%
-17.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.8% | +5.1% | +5.8% |
| 7D | +1.2% | +13.7% | -12.5% | -10.4% |
| 30D | -45.3% | -0.2% | -45.1% | -45.8% |
| 3M | -83.1% | -24.8% | -58.2% | -78.3% |
| 6M | -76.9% | -39.4% | -37.5% | -70.7% |
| YTD | -85.3% | -56.1% | -29.1% | -80.7% |
| All | -90.5% | -73.4% | -17.1% | -87.8% |
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