-90.5%
AMIX vs BBWI
-1.7%
-88.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.9% | +10.0% | +12.2% |
| 7D | +1.2% | -6.2% | +7.4% | -0.2% |
| 30D | -45.3% | +25.5% | -70.8% | -42.4% |
| 3M | -83.1% | +8.0% | -91.0% | -82.5% |
| 6M | -76.9% | +12.7% | -89.6% | -76.1% |
| YTD | -85.3% | +11.6% | -96.9% | -84.3% |
| All | -90.5% | -1.7% | -88.8% | -90.0% |
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