-99.8%
AMIX vs SYY
+14.1%
-113.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.3% | -0.7% | -3.0% |
| 7D | -13.7% | -2.3% | -11.4% | -15.4% |
| 30D | -62.1% | -4.9% | -57.1% | -63.7% |
| 3M | -46.2% | +8.4% | -54.5% | -47.7% |
| 6M | -46.4% | -7.4% | -39.1% | -47.7% |
| YTD | -60.3% | +11.0% | -71.2% | -61.0% |
| 1Y | -79.7% | -0.2% | -79.4% | -80.0% |
| All | -99.8% | +14.1% | -113.9% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling