-91.6%
AMIX vs TAP
+4.4%
-95.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.0% | -6.0% | -2.9% |
| 7D | -25.1% | +9.9% | -35.1% | -25.0% |
| 30D | -54.5% | +18.1% | -72.6% | -54.5% |
| 3M | -91.7% | +3.2% | -94.9% | -91.6% |
| 6M | -79.4% | +8.4% | -87.9% | -78.3% |
| YTD | -86.1% | -4.4% | -81.6% | -85.5% |
| 1Y | -91.6% | +3.2% | -94.8% | -88.5% |
| All | -91.6% | +4.4% | -95.9% | -88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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