-89.7%
AMIX vs Z
-60.5%
-29.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -5.5% | +14.3% | +12.9% |
| 7D | +11.4% | -6.5% | +17.9% | +15.2% |
| 30D | -40.5% | -0.1% | -40.4% | -43.5% |
| 3M | -80.1% | -14.1% | -66.0% | -79.1% |
| 6M | -74.8% | -30.1% | -44.8% | -69.6% |
| YTD | -84.0% | -57.5% | -26.5% | -79.0% |
| 1Y | -89.7% | -60.3% | -29.4% | -86.1% |
| All | -89.7% | -60.5% | -29.2% | -86.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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