-99.9%
AMIX vs QSR
+8.1%
-108.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -9.9% | -2.9% | -6.9% | -8.8% |
| 30D | -52.8% | +4.1% | -56.9% | -53.4% |
| 3M | -80.0% | -0.7% | -79.4% | -79.9% |
| 6M | -80.2% | +0.4% | -80.7% | -80.4% |
| YTD | -88.1% | +13.5% | -101.7% | -88.3% |
| 1Y | -91.1% | +11.0% | -102.1% | -91.2% |
| All | -99.9% | +8.1% | -108.0% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling