-99.9%
AMIX vs QS
-44.7%
-55.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.2% | +6.3% | +2.0% |
| 7D | -9.9% | -14.0% | +4.2% | -7.2% |
| 30D | -52.8% | -6.4% | -46.4% | -52.0% |
| 3M | -80.0% | -40.3% | -39.8% | -78.2% |
| 6M | -80.2% | -57.5% | -22.7% | -78.7% |
| YTD | -88.1% | -64.7% | -23.5% | -87.3% |
| 1Y | -91.1% | -72.9% | -18.2% | -90.5% |
| All | -99.9% | -44.7% | -55.2% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling