-89.7%
AMIX vs TRI
-17.7%
-72.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.1% | +8.7% | +8.7% |
| 7D | +11.4% | -1.6% | +13.1% | +11.3% |
| 30D | -40.5% | +5.0% | -45.6% | -49.1% |
| 3M | -80.1% | +4.6% | -84.6% | -84.4% |
| 6M | -74.8% | +18.3% | -93.1% | -77.3% |
| YTD | -84.0% | -14.7% | -69.3% | -90.7% |
| 1Y | -89.7% | -16.7% | -73.0% | -94.5% |
| All | -89.7% | -17.7% | -72.0% | -94.5% |
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