-92.6%
AMIX vs ZYBT
-58.4%
-34.3%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.2% |
| 7D | +1.6% | -3.7% | +5.2% | +1.5% |
| 30D | -50.8% | -12.8% | -38.0% | -50.9% |
| 3M | -46.3% | +76.2% | -122.5% | -43.7% |
| 6M | -49.9% | +109.3% | -159.2% | -48.1% |
| YTD | -60.4% | +36.5% | -97.0% | -58.7% |
| 1Y | -81.7% | -84.0% | +2.3% | -80.4% |
| All | -92.6% | -58.4% | -34.3% | -91.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling