-99.8%
AMIX vs TRI
-24.4%
-75.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.4% | +3.5% | +4.9% |
| 7D | -13.7% | -0.5% | -13.2% | -13.7% |
| 30D | -62.1% | +7.9% | -69.9% | -67.3% |
| 3M | -46.2% | +24.1% | -70.2% | -44.7% |
| 6M | -46.4% | +3.8% | -50.3% | -43.5% |
| YTD | -60.3% | -16.9% | -43.4% | -58.6% |
| 1Y | -79.7% | -38.4% | -41.3% | -77.7% |
| All | -99.8% | -24.4% | -75.3% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling