-90.5%
AMIX vs ROIV
+101.7%
-192.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +4.6% | +7.2% | +7.7% |
| 7D | +1.2% | +13.3% | -12.1% | -9.8% |
| 30D | -45.3% | +14.8% | -60.1% | -51.9% |
| 3M | -83.1% | +11.9% | -95.0% | -85.4% |
| 6M | -76.9% | +42.4% | -119.3% | -83.4% |
| YTD | -85.3% | +87.4% | -172.7% | -91.2% |
| All | -90.5% | +101.7% | -192.3% | -94.5% |
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