-81.4%
AMIX vs SIRI
+25.1%
-106.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.4% | +0.3% |
| 7D | -3.4% | +4.3% | -7.6% | -7.2% |
| 30D | -54.4% | -2.8% | -51.5% | -53.3% |
| 3M | -45.7% | +5.9% | -51.7% | -41.9% |
| 6M | -49.2% | +31.9% | -81.1% | -41.9% |
| YTD | -60.3% | +48.7% | -109.0% | -52.8% |
| 1Y | -81.4% | +23.2% | -104.6% | -78.8% |
| All | -81.4% | +25.1% | -106.5% | -78.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling