-91.6%
AMIX vs WCC
+24.5%
-116.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -9.9% | +6.9% | +1.6% |
| 7D | -25.1% | -8.8% | -16.3% | -21.9% |
| 30D | -54.5% | -16.0% | -38.5% | -50.7% |
| 3M | -91.7% | -15.2% | -76.5% | -91.1% |
| 6M | -79.4% | -8.4% | -71.1% | -76.4% |
| YTD | -86.1% | +30.1% | -116.2% | -80.2% |
| 1Y | -91.6% | +26.4% | -118.0% | -86.7% |
| All | -91.6% | +24.5% | -116.0% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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