-99.9%
AMIX vs ZBRA
+29.2%
-129.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.9% | -0.8% | -3.5% |
| 7D | -9.9% | +0.6% | -10.5% | -12.3% |
| 30D | -52.8% | -14.0% | -38.7% | -34.9% |
| 3M | -80.0% | -14.7% | -65.4% | -73.2% |
| 6M | -80.2% | +31.3% | -111.5% | -79.5% |
| YTD | -88.1% | +33.4% | -121.6% | -87.7% |
| 1Y | -91.1% | +34.1% | -125.2% | -90.8% |
| All | -99.9% | +29.2% | -129.2% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling