-99.9%
AMIX vs SBAC
-11.6%
-88.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +2.1% |
| 7D | -16.0% | +1.2% | -17.2% | -17.5% |
| 30D | -55.4% | +11.2% | -66.6% | -61.2% |
| 3M | -87.5% | +4.5% | -92.0% | -88.4% |
| 6M | -81.2% | -12.2% | -69.0% | -81.5% |
| YTD | -86.8% | -0.1% | -86.7% | -87.0% |
| 1Y | -91.6% | -0.3% | -91.3% | -91.7% |
| All | -99.9% | -11.6% | -88.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling