-99.9%
AMIX vs BAX
-29.9%
-70.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -16.0% | +12.1% | -28.2% | -15.7% |
| 30D | -55.4% | +7.6% | -63.0% | -55.2% |
| 3M | -87.5% | -4.5% | -83.0% | -87.5% |
| 6M | -81.2% | +52.0% | -133.2% | -79.2% |
| YTD | -86.8% | +35.1% | -122.0% | -85.7% |
| 1Y | -91.6% | +43.7% | -135.3% | -90.6% |
| All | -99.9% | -29.9% | -70.0% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling