-92.4%
AMIX price history and return analytics
+11.9%
-104.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.6% | -7.8% | -6.0% |
| 7D | -10.9% | +2.9% | -13.7% | -21.3% |
| 30D | -55.0% | -2.5% | -52.5% | -50.7% |
| 3M | -82.0% | -3.3% | -78.7% | -79.7% |
| 6M | -80.4% | +1.5% | -82.0% | -79.1% |
| YTD | -88.3% | +11.4% | -99.6% | -87.3% |
| 1Y | -92.4% | +11.9% | -104.3% | -91.7% |
| All | -92.4% | +11.9% | -104.2% | -91.7% |
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