-99.8%
AMIX vs BBAI
+60.4%
-160.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.0% | +0.1% | -1.6% |
| 7D | -13.7% | -4.3% | -9.5% | -13.2% |
| 30D | -62.1% | -3.6% | -58.4% | -62.0% |
| 3M | -46.2% | -38.8% | -7.4% | -45.2% |
| 6M | -46.4% | -23.8% | -22.7% | -45.7% |
| YTD | -60.3% | -45.9% | -14.3% | -59.7% |
| 1Y | -79.7% | -40.8% | -38.9% | -79.3% |
| All | -99.8% | +60.4% | -160.2% | -99.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 5y: compounded portfolio wealth divided by compounded BBAI 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…
5y analysis · Full analysis span regression · 6 months rolling