-91.1%
AMIX vs SSNC
-5.1%
-86.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | -9.9% | +2.3% | -12.2% | -12.3% |
| 30D | -52.8% | -3.1% | -49.7% | -51.7% |
| 3M | -80.0% | -2.7% | -77.3% | -79.9% |
| 6M | -80.2% | +23.7% | -103.9% | -79.8% |
| YTD | -88.1% | -8.0% | -80.1% | -91.2% |
| 1Y | -91.1% | -4.7% | -86.4% | -91.1% |
| All | -91.1% | -5.1% | -86.0% | -91.1% |
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