-81.2%
AMIX vs SUNB
+1.6%
-82.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -4.3% |
| 7D | -16.0% | -7.9% | -8.2% | +10.5% |
| 30D | -55.4% | +3.0% | -58.5% | -63.0% |
| 3M | -87.5% | -4.4% | -83.1% | -88.2% |
| 6M | -81.2% | +2.0% | -83.2% | -83.7% |
| All | -81.2% | +1.6% | -82.8% | -83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 SUNB 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