-99.9%
AMIX vs BAX
-28.2%
-71.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +8.8% |
| 7D | +11.4% | +3.6% | +7.8% | +11.6% |
| 30D | -40.5% | +8.5% | -49.0% | -40.3% |
| 3M | -80.1% | -4.9% | -75.2% | -80.1% |
| 6M | -74.8% | +47.0% | -121.8% | -72.5% |
| YTD | -84.0% | +38.4% | -122.4% | -82.5% |
| 1Y | -89.7% | +49.1% | -138.8% | -88.5% |
| All | -99.9% | -28.2% | -71.7% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 10y: compounded portfolio wealth divided by compounded BAX 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…
10y analysis · Full analysis span regression · 6 months rolling