-99.9%
AMIX vs TECH
+2.4%
-102.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.1% | +1.1% |
| 7D | -9.9% | +0.1% | -10.0% | -9.9% |
| 30D | -52.8% | +0.5% | -53.3% | -52.7% |
| 3M | -80.0% | +1.1% | -81.1% | -80.0% |
| 6M | -80.2% | +62.8% | -143.1% | -80.1% |
| YTD | -88.1% | +24.5% | -112.6% | -88.0% |
| 1Y | -91.1% | +20.6% | -111.7% | -91.0% |
| All | -99.9% | +2.4% | -102.3% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling