-91.6%
AMIX vs SBAC
+2.4%
-93.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.8% | -8.9% | -15.3% |
| 7D | -25.1% | +5.8% | -30.9% | -34.7% |
| 30D | -54.5% | +20.8% | -75.3% | -72.4% |
| 3M | -91.7% | +4.8% | -96.5% | -92.6% |
| 6M | -79.4% | -9.1% | -70.3% | -81.8% |
| YTD | -86.1% | +3.1% | -89.1% | -87.5% |
| 1Y | -91.6% | +2.2% | -93.7% | -92.3% |
| All | -91.6% | +2.4% | -93.9% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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