-81.4%
AMIX vs QSR
+29.1%
-110.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +2.0% |
| 7D | -3.4% | +0.1% | -3.4% | -3.5% |
| 30D | -54.4% | +5.9% | -60.3% | -56.9% |
| 3M | -45.7% | +10.5% | -56.2% | -49.1% |
| 6M | -49.2% | +7.7% | -56.9% | -52.7% |
| YTD | -60.3% | +16.8% | -77.1% | -63.6% |
| 1Y | -81.4% | +30.9% | -112.2% | -85.4% |
| All | -81.4% | +29.1% | -110.5% | -85.4% |
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