-91.6%
AMIX vs BAM
+4.2%
-95.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.2% | -9.2% | -10.2% |
| 7D | -25.1% | +14.2% | -39.3% | -37.7% |
| 30D | -54.5% | +21.0% | -75.5% | -65.3% |
| 3M | -91.7% | +5.2% | -96.9% | -92.4% |
| 6M | -79.4% | +16.0% | -95.4% | -81.4% |
| YTD | -86.1% | +6.5% | -92.5% | -87.9% |
| 1Y | -91.6% | +4.4% | -95.9% | -93.0% |
| All | -91.6% | +4.2% | -95.8% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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