-80.9%
AMIX vs SSNC
+14.5%
-95.4%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.6% | -4.0% | -2.3% |
| 7D | -25.5% | -2.8% | -22.6% | -21.0% |
| 30D | -56.2% | +0.4% | -56.6% | -59.8% |
| 3M | -87.4% | -0.7% | -86.7% | -88.8% |
| 6M | -80.9% | +13.9% | -94.8% | -79.8% |
| All | -80.9% | +14.5% | -95.4% | -79.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling