-91.6%
AMIX vs VRSK
-8.8%
-82.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.0% |
| 7D | -25.1% | +4.2% | -29.4% | -25.1% |
| 30D | -54.5% | +21.2% | -75.7% | -54.7% |
| 3M | -91.7% | +2.9% | -94.6% | -91.7% |
| 6M | -79.4% | +11.3% | -90.8% | -78.8% |
| YTD | -86.1% | -10.8% | -75.2% | -84.8% |
| 1Y | -91.6% | -9.2% | -82.4% | -90.8% |
| All | -91.6% | -8.8% | -82.8% | -90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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