-91.6%
AMIX vs SYY
+8.1%
-99.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | +2.9% |
| 7D | -16.0% | -7.3% | -8.7% | -25.2% |
| 30D | -55.4% | +0.1% | -55.5% | -54.8% |
| 3M | -87.5% | -8.2% | -79.3% | -89.2% |
| 6M | -81.2% | +6.3% | -87.5% | -83.2% |
| YTD | -86.8% | +7.3% | -94.2% | -87.4% |
| 1Y | -91.6% | +8.5% | -100.1% | -91.8% |
| All | -91.6% | +8.1% | -99.7% | -91.8% |
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