-91.6%
AMIX vs SCCO
+43.0%
-134.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.9% | -4.7% |
| 7D | -25.1% | -7.9% | -17.2% | -19.5% |
| 30D | -54.5% | -13.0% | -41.5% | -49.0% |
| 3M | -91.7% | -6.9% | -84.9% | -91.5% |
| 6M | -79.4% | +11.0% | -90.4% | -79.0% |
| YTD | -86.1% | +30.3% | -116.3% | -84.0% |
| 1Y | -91.6% | +45.0% | -136.6% | -88.7% |
| All | -91.6% | +43.0% | -134.5% | -88.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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