-91.6%
AMIX vs ROIV
+97.8%
-189.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.1% | -9.1% | -8.4% |
| 7D | -25.1% | +3.0% | -28.1% | -27.2% |
| 30D | -54.5% | +6.8% | -61.4% | -57.4% |
| 3M | -91.7% | +10.5% | -102.3% | -93.0% |
| 6M | -79.4% | +34.8% | -114.2% | -84.5% |
| YTD | -86.1% | +76.2% | -162.2% | -91.2% |
| 1Y | -91.6% | +92.4% | -184.0% | -95.5% |
| All | -91.6% | +97.8% | -189.4% | -95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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