-81.2%
AMIX vs ZBRA
+38.8%
-120.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.9% |
| 7D | -16.0% | -10.9% | -5.2% | +63.7% |
| 30D | -55.4% | -16.6% | -38.8% | +30.1% |
| 3M | -87.5% | -11.6% | -75.9% | -87.8% |
| 6M | -81.2% | +40.2% | -121.4% | -89.4% |
| All | -81.2% | +38.8% | -120.0% | -89.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling