-99.9%
AMIX vs SIRI
-30.9%
-69.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.3% |
| 7D | -16.0% | +12.6% | -28.6% | -18.1% |
| 30D | -55.4% | +25.9% | -81.3% | -57.5% |
| 3M | -87.5% | +10.3% | -97.8% | -87.8% |
| 6M | -81.2% | +24.8% | -106.0% | -81.4% |
| YTD | -86.8% | +68.6% | -155.4% | -87.0% |
| 1Y | -91.6% | +55.9% | -147.5% | -91.7% |
| All | -99.9% | -30.9% | -69.1% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling