-91.7%
AMIX vs SBAC
-2.9%
-88.8%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.7% | -19.3% | -18.4% |
| 7D | -8.1% | -2.8% | -5.3% | -1.8% |
| 30D | -52.3% | +3.1% | -55.4% | -56.6% |
| 3M | -83.8% | +5.1% | -88.9% | -86.4% |
| 6M | -79.0% | -11.4% | -67.6% | -80.1% |
| YTD | -87.2% | +0.2% | -87.4% | -87.7% |
| 1Y | -91.7% | -3.9% | -87.8% | -91.7% |
| All | -91.7% | -2.9% | -88.8% | -91.7% |
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