-99.9%
AMIX vs RUN
-31.2%
-68.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +12.3% | -17.9% | -6.1% |
| 7D | -25.5% | +30.0% | -55.5% | -26.4% |
| 30D | -56.2% | +27.0% | -83.2% | -56.7% |
| 3M | -87.4% | -5.9% | -81.5% | -87.4% |
| 6M | -80.9% | -26.7% | -54.2% | -81.2% |
| YTD | -86.8% | -46.4% | -40.5% | -87.2% |
| 1Y | -91.3% | -52.1% | -39.3% | -91.7% |
| All | -99.9% | -31.2% | -68.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling