-89.7%
AMIX vs RACE
+2.2%
-91.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.8% | +9.6% | +8.9% |
| 7D | +11.4% | +0.2% | +11.2% | +11.5% |
| 30D | -40.5% | +6.6% | -47.1% | -40.7% |
| 3M | -80.1% | +2.2% | -82.3% | -80.1% |
| 6M | -74.8% | +22.4% | -97.2% | -75.1% |
| YTD | -84.0% | +13.8% | -97.8% | -85.0% |
| 1Y | -89.7% | +2.2% | -91.9% | -92.8% |
| All | -89.7% | +2.2% | -91.9% | -92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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