-89.7%
AMIX vs SSNC
-5.1%
-84.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.2% | +7.6% | +7.4% |
| 7D | +11.4% | -2.5% | +14.0% | +15.1% |
| 30D | -40.5% | -2.7% | -37.8% | -39.4% |
| 3M | -80.1% | -0.8% | -79.3% | -80.7% |
| 6M | -74.8% | +15.5% | -90.3% | -74.0% |
| YTD | -84.0% | -8.8% | -75.2% | -87.8% |
| 1Y | -89.7% | -5.8% | -83.9% | -89.8% |
| All | -89.7% | -5.1% | -84.6% | -89.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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