-92.4%
AMIX vs VICR
+65.4%
-157.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.0% | -6.4% | -7.8% |
| 7D | -10.9% | +21.9% | -32.8% | -16.9% |
| 30D | -55.0% | -38.4% | -16.6% | -48.2% |
| 3M | -82.0% | -27.2% | -54.9% | -81.0% |
| 6M | -80.4% | -43.7% | -36.7% | -78.7% |
| YTD | -88.3% | +50.3% | -138.5% | -88.9% |
| 1Y | -92.4% | +74.6% | -166.9% | -92.7% |
| All | -92.4% | +65.4% | -157.8% | -92.7% |
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