-79.4%
AMIX vs RACE
+27.8%
-107.2%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.3% | -7.3% | -3.2% |
| 7D | -25.1% | +9.9% | -35.0% | -25.7% |
| 30D | -54.5% | +12.8% | -67.3% | -54.9% |
| 3M | -91.7% | +7.4% | -99.1% | -91.7% |
| 6M | -79.4% | +27.6% | -107.0% | -80.6% |
| All | -79.4% | +27.8% | -107.2% | -80.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling