-91.6%
AMIX vs VICR
+76.0%
-167.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -11.1% | +8.1% | +0.6% |
| 7D | -25.1% | -26.6% | +1.5% | -17.2% |
| 30D | -54.5% | -47.9% | -6.6% | -44.4% |
| 3M | -91.7% | -29.8% | -62.0% | -91.1% |
| 6M | -79.4% | -36.6% | -42.8% | -77.2% |
| YTD | -86.1% | +45.1% | -131.2% | -86.1% |
| 1Y | -91.6% | +80.0% | -171.6% | -91.4% |
| All | -91.6% | +76.0% | -167.5% | -91.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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