-91.1%
AMIX price history and return analytics
+11.9%
-103.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +2.2% |
| 7D | -9.9% | +2.4% | -12.2% | -18.6% |
| 30D | -52.8% | -1.5% | -51.3% | -50.7% |
| 3M | -80.0% | -4.1% | -75.9% | -76.6% |
| 6M | -80.2% | +0.6% | -80.8% | -78.5% |
| YTD | -88.1% | +11.0% | -99.2% | -86.3% |
| 1Y | -91.1% | +13.3% | -104.4% | -88.6% |
| All | -91.1% | +11.9% | -103.0% | -88.6% |
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