-97.8%
AMIX vs ZYBT
-60.2%
-37.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -9.9% | 0.0% | -9.9% | -9.9% |
| 30D | -52.8% | -2.0% | -50.8% | -52.8% |
| 3M | -80.0% | -2.0% | -78.1% | -80.0% |
| 6M | -80.2% | +56.4% | -136.6% | -79.3% |
| YTD | -88.1% | +30.4% | -118.6% | -87.6% |
| 1Y | -91.1% | -30.2% | -60.8% | -90.6% |
| All | -97.8% | -60.2% | -37.6% | -97.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling