-91.6%
AMIX vs TRI
-22.4%
-69.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.4% | -9.4% | -11.8% |
| 7D | -25.1% | +1.0% | -26.1% | -28.7% |
| 30D | -54.5% | +20.8% | -75.3% | -67.9% |
| 3M | -91.7% | +8.1% | -99.8% | -93.2% |
| 6M | -79.4% | +24.2% | -103.6% | -83.1% |
| YTD | -86.1% | -7.8% | -78.3% | -92.4% |
| 1Y | -91.6% | -16.7% | -74.9% | -96.8% |
| All | -91.6% | -22.4% | -69.1% | -96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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