-99.9%
AMIX vs BAX
-30.3%
-69.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.2% | -2.4% | -5.7% |
| 7D | -25.5% | +9.1% | -34.6% | -25.2% |
| 30D | -56.2% | +5.3% | -61.5% | -56.1% |
| 3M | -87.4% | -6.1% | -81.3% | -87.5% |
| 6M | -80.9% | +53.3% | -134.2% | -78.8% |
| YTD | -86.8% | +34.4% | -121.3% | -85.7% |
| 1Y | -91.3% | +43.2% | -134.5% | -90.3% |
| All | -99.9% | -30.3% | -69.6% | -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