-99.8%
AMIX vs RACE
+23.8%
-123.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.8% |
| 7D | -13.7% | -2.5% | -11.2% | -13.6% |
| 30D | -62.1% | +0.8% | -62.8% | -62.1% |
| 3M | -46.2% | +17.2% | -63.3% | -47.0% |
| 6M | -46.4% | +13.6% | -60.0% | -47.2% |
| YTD | -60.3% | +12.2% | -72.5% | -60.8% |
| 1Y | -79.7% | -16.3% | -63.4% | -79.6% |
| All | -99.8% | +23.8% | -123.6% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling