-79.7%
AMIX vs XPO
+53.4%
-133.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.5% | -6.4% | -4.5% |
| 7D | -13.7% | +2.4% | -16.1% | -15.2% |
| 30D | -62.1% | -3.5% | -58.5% | -61.7% |
| 3M | -46.2% | -11.9% | -34.2% | -45.2% |
| 6M | -46.4% | -10.0% | -36.5% | -45.4% |
| YTD | -60.3% | +42.1% | -102.3% | -53.8% |
| 1Y | -79.7% | +47.6% | -127.3% | -74.9% |
| All | -79.7% | +53.4% | -133.1% | -74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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