-79.7%
AMIX vs SIRI
+28.3%
-108.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | +0.2% |
| 7D | -13.7% | +1.6% | -15.3% | -15.1% |
| 30D | -62.1% | -4.7% | -57.4% | -60.6% |
| 3M | -46.2% | +5.3% | -51.4% | -42.8% |
| 6M | -46.4% | +30.5% | -76.9% | -39.8% |
| YTD | -60.3% | +49.6% | -109.9% | -53.5% |
| 1Y | -79.7% | +28.5% | -108.2% | -75.9% |
| All | -79.7% | +28.3% | -108.0% | -75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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