-92.4%
AMIX vs WCC
+27.1%
-119.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | 0.0% | -8.4% | -8.4% |
| 7D | -10.9% | +14.2% | -25.1% | -16.6% |
| 30D | -55.0% | -9.8% | -45.1% | -53.1% |
| 3M | -82.0% | -10.1% | -71.9% | -81.3% |
| 6M | -80.4% | -9.4% | -71.0% | -78.2% |
| YTD | -88.3% | +34.4% | -122.7% | -83.1% |
| 1Y | -92.4% | +23.3% | -115.7% | -89.9% |
| All | -92.4% | +27.1% | -119.5% | -89.9% |
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