-90.5%
AMIX vs SONY
-3.1%
-87.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.2% | +11.6% | +12.0% |
| 7D | +1.2% | +6.1% | -4.9% | +4.6% |
| 30D | -45.3% | +12.2% | -57.5% | -41.8% |
| 3M | -83.1% | +15.3% | -98.4% | -81.6% |
| 6M | -76.9% | +34.3% | -111.2% | -74.2% |
| YTD | -85.3% | +5.7% | -91.0% | -84.9% |
| All | -90.5% | -3.1% | -87.4% | -90.8% |
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