-89.7%
AMIX vs SBAC
+0.4%
-90.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.6% | +8.3% | +7.6% |
| 7D | +11.4% | +3.6% | +7.8% | +1.8% |
| 30D | -40.5% | +4.9% | -45.4% | -48.2% |
| 3M | -80.1% | +6.5% | -86.5% | -83.9% |
| 6M | -74.8% | -11.1% | -63.7% | -76.7% |
| YTD | -84.0% | +0.9% | -84.9% | -84.9% |
| 1Y | -89.7% | -1.6% | -88.2% | -90.1% |
| All | -89.7% | +0.4% | -90.1% | -90.1% |
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