-91.6%
AMIX price history and return analytics
+10.5%
-102.1%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.9% |
| 7D | -16.0% | -2.3% | -13.7% | -9.1% |
| 30D | -55.4% | -5.0% | -50.5% | -45.4% |
| 3M | -87.5% | -4.9% | -82.6% | -85.1% |
| 6M | -81.2% | -1.5% | -79.7% | -77.4% |
| YTD | -86.8% | +8.5% | -95.3% | -84.3% |
| 1Y | -91.6% | +11.4% | -103.0% | -89.5% |
| All | -91.6% | +10.5% | -102.1% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling