-91.6%
AMIX vs WTW
+8.6%
-100.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.0% | -6.0% | -1.9% |
| 7D | -25.1% | +4.9% | -30.0% | -23.7% |
| 30D | -54.5% | +17.1% | -71.6% | -51.7% |
| 3M | -91.7% | -0.3% | -91.4% | -91.7% |
| 6M | -79.4% | +30.7% | -110.1% | -79.9% |
| YTD | -86.1% | +3.7% | -89.8% | -86.9% |
| 1Y | -91.6% | +5.9% | -97.4% | -92.0% |
| All | -91.6% | +8.6% | -100.2% | -92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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