-91.6%
AMIX vs QSR
+23.8%
-115.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.5% | -8.5% | -7.1% |
| 7D | -25.1% | +5.2% | -30.3% | -28.1% |
| 30D | -54.5% | +12.2% | -66.7% | -58.7% |
| 3M | -91.7% | +7.0% | -98.8% | -92.3% |
| 6M | -79.4% | -0.3% | -79.1% | -80.6% |
| YTD | -86.1% | +18.0% | -104.1% | -86.8% |
| 1Y | -91.6% | +22.6% | -114.2% | -91.1% |
| All | -91.6% | +23.8% | -115.4% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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