-91.5%
AMIX vs SIRI
+54.8%
-146.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +1.3% |
| 7D | -16.0% | +12.6% | -28.6% | -24.4% |
| 30D | -55.4% | +25.9% | -81.3% | -64.0% |
| 3M | -87.5% | +10.3% | -97.8% | -88.6% |
| 6M | -81.2% | +24.8% | -106.0% | -81.6% |
| YTD | -86.8% | +68.6% | -155.4% | -84.2% |
| All | -91.5% | +54.8% | -146.3% | -90.9% |
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