-91.6%
AMIX vs ZBH
+11.3%
-102.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +13.5% | -16.5% | +4.6% |
| 7D | -25.1% | +14.3% | -39.4% | -18.9% |
| 30D | -54.5% | +20.3% | -74.8% | -49.0% |
| 3M | -91.7% | +15.3% | -107.0% | -90.8% |
| 6M | -79.4% | +33.9% | -113.4% | -76.7% |
| YTD | -86.1% | +23.5% | -109.5% | -84.4% |
| 1Y | -91.6% | +7.9% | -99.5% | -90.4% |
| All | -91.6% | +11.3% | -102.9% | -90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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