-99.9%
AMIX vs XPO
+116.9%
-216.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +6.3% | +5.6% | +10.0% |
| 7D | +1.2% | -1.9% | +3.1% | +1.8% |
| 30D | -45.3% | +2.5% | -47.8% | -45.8% |
| 3M | -83.1% | -7.2% | -75.9% | -82.8% |
| 6M | -76.9% | -8.1% | -68.8% | -76.5% |
| YTD | -85.3% | +38.3% | -123.6% | -85.5% |
| 1Y | -89.8% | +33.6% | -123.4% | -89.9% |
| All | -99.9% | +116.9% | -216.8% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling