-79.7%
AMIX vs ZBRA
+18.2%
-97.8%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.5% | -3.4% | -9.0% |
| 7D | -13.7% | +1.8% | -15.5% | -22.5% |
| 30D | -62.1% | -1.7% | -60.4% | -63.7% |
| 3M | -46.2% | +47.8% | -93.9% | -62.6% |
| 6M | -46.4% | +56.7% | -103.2% | -63.1% |
| YTD | -60.3% | +49.4% | -109.6% | -72.3% |
| 1Y | -79.7% | +16.5% | -96.2% | -84.5% |
| All | -79.7% | +18.2% | -97.8% | -84.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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