-89.7%
AMIX vs ZBH
+23.3%
-113.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.9% | +9.8% | +8.1% |
| 7D | +11.4% | +10.6% | +0.9% | +21.3% |
| 30D | -40.5% | +20.4% | -60.9% | -29.5% |
| 3M | -80.1% | +10.0% | -90.1% | -78.4% |
| 6M | -74.8% | +31.0% | -105.9% | -69.3% |
| YTD | -84.0% | +20.3% | -104.3% | -81.1% |
| 1Y | -89.7% | +22.2% | -112.0% | -87.4% |
| All | -89.7% | +23.3% | -113.0% | -87.4% |
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