-99.9%
AMIX vs BB
+198.3%
-298.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.4% | -4.4% | -1.0% |
| 7D | -16.0% | +3.8% | -19.8% | -16.8% |
| 30D | -55.4% | -0.3% | -55.1% | -55.6% |
| 3M | -87.5% | -0.5% | -87.1% | -87.6% |
| 6M | -81.2% | +45.9% | -127.1% | -81.9% |
| YTD | -86.8% | +130.6% | -217.4% | -87.8% |
| 1Y | -91.6% | +89.2% | -180.8% | -92.1% |
| All | -99.9% | +198.3% | -298.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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