-91.3%
AMIX vs ROIV
+84.7%
-176.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.2% | -1.4% | -1.8% |
| 7D | -25.5% | -2.4% | -23.1% | -23.9% |
| 30D | -56.2% | +3.1% | -59.3% | -57.7% |
| 3M | -87.4% | +5.8% | -93.3% | -88.9% |
| 6M | -80.9% | +29.3% | -110.2% | -85.1% |
| YTD | -86.8% | +68.8% | -155.6% | -91.4% |
| 1Y | -91.3% | +81.0% | -172.3% | -95.0% |
| All | -91.3% | +84.7% | -176.0% | -95.0% |
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