-89.7%
AMIX vs BBWI
-2.2%
-87.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.5% | +9.3% | +8.7% |
| 7D | +11.4% | -4.2% | +15.7% | +10.4% |
| 30D | -40.5% | +24.9% | -65.4% | -37.4% |
| 3M | -80.1% | +13.2% | -93.3% | -79.2% |
| 6M | -74.8% | +12.1% | -86.9% | -74.0% |
| YTD | -84.0% | +11.1% | -95.1% | -82.9% |
| 1Y | -89.7% | +0.7% | -90.4% | -89.2% |
| All | -89.7% | -2.2% | -87.5% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling