-99.9%
AMIX vs SBAC
-9.9%
-90.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -4.2% |
| 7D | -25.5% | +4.4% | -29.9% | -29.4% |
| 30D | -56.2% | +13.8% | -70.0% | -62.9% |
| 3M | -87.4% | +9.0% | -96.4% | -88.9% |
| 6M | -80.9% | -10.0% | -70.9% | -81.6% |
| YTD | -86.8% | +1.8% | -88.6% | -87.2% |
| 1Y | -91.3% | +1.1% | -92.5% | -91.6% |
| All | -99.9% | -9.9% | -90.0% | -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