-81.4%
AMIX vs VIVK
-100.0%
+18.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +7.7% | -7.9% | 0.0% |
| 7D | -3.4% | +13.1% | -16.4% | -3.0% |
| 30D | -54.4% | -29.7% | -24.7% | -54.6% |
| 3M | -45.7% | -93.0% | +47.2% | -46.3% |
| 6M | -49.2% | -98.0% | +48.8% | -50.0% |
| YTD | -60.3% | -97.8% | +37.4% | -60.7% |
| 1Y | -81.4% | -100.0% | +18.6% | -84.0% |
| All | -81.4% | -100.0% | +18.6% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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