-91.6%
AMIX vs TECH
+21.1%
-112.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -16.0% | +0.2% | -16.2% | -16.0% |
| 30D | -55.4% | +0.3% | -55.8% | -55.4% |
| 3M | -87.5% | +1.3% | -88.8% | -87.5% |
| 6M | -81.2% | +54.0% | -135.2% | -81.6% |
| YTD | -86.8% | +24.3% | -111.1% | -86.2% |
| 1Y | -91.6% | +25.8% | -117.4% | -91.0% |
| All | -91.6% | +21.1% | -112.7% | -91.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling