-91.7%
AMIX vs TRI
-16.5%
-75.2%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.4% | -20.4% | -20.5% |
| 7D | -8.1% | -7.2% | -0.9% | +0.4% |
| 30D | -52.3% | +4.4% | -56.7% | -58.8% |
| 3M | -83.8% | +4.5% | -88.3% | -87.3% |
| 6M | -79.0% | +23.7% | -102.7% | -81.2% |
| YTD | -87.2% | -14.4% | -72.8% | -92.7% |
| 1Y | -91.7% | -17.4% | -74.3% | -95.9% |
| All | -91.7% | -16.5% | -75.2% | -95.9% |
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