-99.9%
AMIX vs RUN
-39.3%
-60.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -10.6% | +19.4% | +9.2% |
| 7D | +11.4% | +0.3% | +11.1% | +11.2% |
| 30D | -40.5% | +14.0% | -54.5% | -41.0% |
| 3M | -80.1% | -11.8% | -68.3% | -80.0% |
| 6M | -74.8% | -40.4% | -34.4% | -75.3% |
| YTD | -84.0% | -52.7% | -31.3% | -84.4% |
| 1Y | -89.7% | -52.5% | -37.2% | -89.9% |
| All | -99.9% | -39.3% | -60.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 10y: compounded portfolio wealth divided by compounded RUN 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…
10y analysis · Full analysis span regression · 6 months rolling