-91.6%
AMIX vs BBY
+33.0%
-124.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +8.0% | -11.0% | -6.2% |
| 7D | -25.1% | +4.5% | -29.7% | -26.4% |
| 30D | -54.5% | +16.0% | -70.5% | -57.4% |
| 3M | -91.7% | +18.6% | -110.4% | -92.3% |
| 6M | -79.4% | +80.1% | -159.5% | -80.7% |
| YTD | -86.1% | +57.4% | -143.5% | -86.7% |
| 1Y | -91.6% | +34.5% | -126.1% | -93.0% |
| All | -91.6% | +33.0% | -124.6% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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