-81.2%
AMIX vs SIRI
+26.4%
-107.6%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +3.2% |
| 7D | -16.0% | +12.6% | -28.6% | -37.3% |
| 30D | -55.4% | +25.9% | -81.3% | -75.9% |
| 3M | -87.5% | +10.3% | -97.8% | -90.3% |
| 6M | -81.2% | +24.8% | -106.0% | -86.3% |
| All | -81.2% | +26.4% | -107.6% | -86.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling