-92.9%
AMIX vs ZYBT
-57.8%
-35.1%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.0% |
| 7D | -6.3% | -2.5% | -3.8% | -6.3% |
| 30D | -51.9% | -1.2% | -50.7% | -51.9% |
| 3M | -44.9% | +76.7% | -121.6% | -42.3% |
| 6M | -47.9% | +103.6% | -151.5% | -46.0% |
| YTD | -62.0% | +38.3% | -100.3% | -60.4% |
| 1Y | -82.0% | -84.7% | +2.7% | -80.7% |
| All | -92.9% | -57.8% | -35.1% | -92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 10y: compounded portfolio wealth divided by compounded ZYBT 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…
10y analysis · Full analysis span regression · 6 months rolling