-99.9%
AMIX vs SONY
+41.0%
-141.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +1.0% |
| 7D | -9.9% | +0.3% | -10.1% | -9.9% |
| 30D | -52.8% | +11.1% | -63.9% | -53.3% |
| 3M | -80.0% | +14.7% | -94.7% | -80.3% |
| 6M | -80.2% | +18.8% | -99.0% | -80.6% |
| YTD | -88.1% | +5.7% | -93.9% | -87.8% |
| 1Y | -91.1% | -8.1% | -83.0% | -90.4% |
| All | -99.9% | +41.0% | -141.0% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling