-91.6%
AMIX vs SYY
+8.7%
-100.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.8% | -6.8% | +2.3% |
| 7D | -25.1% | -6.3% | -18.8% | -32.0% |
| 30D | -54.5% | +0.7% | -55.3% | -53.3% |
| 3M | -91.7% | -6.4% | -85.3% | -92.5% |
| 6M | -79.4% | +7.6% | -87.0% | -81.6% |
| YTD | -86.1% | +7.4% | -93.5% | -86.6% |
| 1Y | -91.6% | +8.3% | -99.9% | -91.7% |
| All | -91.6% | +8.7% | -100.3% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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