-82.0%
AMIX vs VRSK
-33.5%
-48.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.9% | -4.0% |
| 7D | -6.3% | -7.7% | +1.4% | -5.8% |
| 30D | -51.9% | -2.8% | -49.1% | -51.9% |
| 3M | -44.9% | -3.7% | -41.2% | -43.3% |
| 6M | -47.9% | -12.8% | -35.2% | -45.9% |
| YTD | -62.0% | -21.0% | -41.1% | -60.1% |
| 1Y | -82.0% | -32.5% | -49.5% | -80.5% |
| All | -82.0% | -33.5% | -48.5% | -80.5% |
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