-79.7%
AMIX vs SONY
-10.8%
-68.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -2.5% |
| 7D | -13.7% | -1.2% | -12.6% | -14.1% |
| 30D | -62.1% | +9.4% | -71.5% | -60.9% |
| 3M | -46.2% | +10.5% | -56.6% | -43.8% |
| 6M | -46.4% | +11.7% | -58.1% | -43.7% |
| YTD | -60.3% | -4.1% | -56.2% | -57.8% |
| 1Y | -79.7% | -11.8% | -67.9% | -77.8% |
| All | -79.7% | -10.8% | -68.8% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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