-85.4%
QXO vs AMIX
-99.9%
+14.4%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +2.9% | -3.4% | +6.2% | +3.0% |
| 30D | -18.0% | -54.4% | +36.4% | -16.6% |
| 3M | -14.7% | -45.7% | +31.0% | -18.4% |
| 6M | -39.2% | -49.2% | +9.9% | -41.9% |
| YTD | -31.3% | -60.3% | +29.0% | -33.7% |
| 1Y | -39.7% | -81.4% | +41.7% | -40.5% |
| All | -85.4% | -99.9% | +14.4% | -86.1% |
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