-91.6%
AMIX vs TRMB
-33.2%
-58.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.3% |
| 7D | -16.0% | -16.7% | +0.7% | +3.8% |
| 30D | -55.4% | -9.9% | -45.5% | -52.7% |
| 3M | -87.5% | -7.6% | -79.9% | -88.1% |
| 6M | -81.2% | -14.7% | -66.5% | -79.9% |
| YTD | -86.8% | -30.9% | -55.9% | -85.5% |
| 1Y | -91.6% | -31.3% | -60.2% | -90.4% |
| All | -91.6% | -33.2% | -58.4% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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