-99.8%
AMIX vs SBAC
-11.6%
-88.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -0.6% |
| 7D | -13.7% | -0.8% | -12.9% | -12.7% |
| 30D | -62.1% | +6.9% | -69.0% | -65.0% |
| 3M | -46.2% | -8.2% | -37.9% | -46.0% |
| 6M | -46.4% | -1.6% | -44.8% | -45.9% |
| YTD | -60.3% | -0.1% | -60.1% | -59.9% |
| 1Y | -79.7% | -0.5% | -79.2% | -79.5% |
| All | -99.8% | -11.6% | -88.2% | -99.8% |
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