+365.2%
IREN vs AMIX
-100.0%
+465.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -20.0% | +25.6% | +5.8% |
| 7D | -4.0% | -8.1% | +4.1% | -4.0% |
| 30D | -40.1% | -52.3% | +12.1% | -39.7% |
| 3M | -47.6% | -83.8% | +36.2% | -46.7% |
| 6M | -62.2% | -79.0% | +16.8% | -62.0% |
| YTD | -44.8% | -87.2% | +42.4% | -43.8% |
| 1Y | -63.7% | -91.7% | +28.0% | -62.7% |
| All | +365.2% | -100.0% | +465.1% | +150.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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