-99.8%
AMIX vs SIRI
-38.6%
-61.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.4% |
| 7D | -13.7% | +1.6% | -15.3% | -14.1% |
| 30D | -62.1% | -4.7% | -57.4% | -61.7% |
| 3M | -46.2% | +5.3% | -51.4% | -45.4% |
| 6M | -46.4% | +30.5% | -76.9% | -45.5% |
| YTD | -60.3% | +49.6% | -109.9% | -59.6% |
| 1Y | -79.7% | +28.5% | -108.2% | -79.3% |
| All | -99.8% | -38.6% | -61.2% | -99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling