-99.9%
AMIX vs VRSK
-14.4%
-85.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.7% | +7.1% | +9.0% |
| 7D | +11.4% | +3.6% | +7.9% | +11.9% |
| 30D | -40.5% | +14.9% | -55.4% | -39.9% |
| 3M | -80.1% | +12.9% | -93.0% | -79.9% |
| 6M | -74.8% | +19.3% | -94.2% | -74.1% |
| YTD | -84.0% | -8.1% | -75.9% | -83.8% |
| 1Y | -89.7% | -3.2% | -86.5% | -89.5% |
| All | -99.9% | -14.4% | -85.5% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling