-90.5%
AMIX vs TECH
+26.8%
-117.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +0.1% | +11.8% | +11.8% |
| 7D | +1.2% | +0.2% | +1.0% | +1.2% |
| 30D | -45.3% | +0.5% | -45.8% | -45.3% |
| 3M | -83.1% | +0.9% | -83.9% | -83.1% |
| 6M | -76.9% | +51.0% | -127.9% | -77.3% |
| YTD | -85.3% | +24.4% | -109.7% | -84.5% |
| All | -90.5% | +26.8% | -117.3% | -89.9% |
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 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