-99.9%
AMIX vs ZBRA
+26.8%
-126.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -2.9% | -5.5% | -1.4% |
| 7D | -10.9% | -1.2% | -9.7% | -9.4% |
| 30D | -55.0% | -17.8% | -37.2% | -30.8% |
| 3M | -82.0% | -16.0% | -66.0% | -74.9% |
| 6M | -80.4% | +31.4% | -111.9% | -78.8% |
| YTD | -88.3% | +30.9% | -119.2% | -87.3% |
| 1Y | -92.4% | +24.3% | -116.7% | -91.7% |
| All | -99.9% | +26.8% | -126.7% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling