-81.2%
AMIX vs ZBH
+26.8%
-108.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | -1.3% |
| 7D | -16.0% | +11.7% | -27.7% | -3.2% |
| 30D | -55.4% | +19.3% | -74.7% | -42.6% |
| 3M | -87.5% | +8.9% | -96.4% | -86.3% |
| 6M | -81.2% | +28.2% | -109.4% | -75.5% |
| All | -81.2% | +26.8% | -108.0% | -75.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling