-81.2%
AMIX vs SSNC
+12.8%
-94.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +1.6% |
| 7D | -16.0% | -3.3% | -12.7% | -10.1% |
| 30D | -55.4% | -1.3% | -54.2% | -57.4% |
| 3M | -87.5% | -2.3% | -85.2% | -88.3% |
| 6M | -81.2% | +12.6% | -93.8% | -79.7% |
| All | -81.2% | +12.8% | -94.0% | -79.7% |
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