-99.8%
AMIX vs VRSK
-26.5%
-73.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.5% | +5.3% | -0.5% |
| 7D | -3.4% | -9.7% | +6.3% | -3.8% |
| 30D | -54.4% | -8.5% | -45.9% | -54.5% |
| 3M | -45.7% | -1.7% | -44.1% | -45.0% |
| 6M | -49.2% | -17.9% | -31.3% | -49.0% |
| YTD | -60.3% | -21.1% | -39.2% | -60.4% |
| 1Y | -81.4% | -35.1% | -46.2% | -81.9% |
| All | -99.8% | -26.5% | -73.2% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling