-81.4%
AMIX vs BBY
+22.8%
-104.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | +0.3% |
| 7D | -3.4% | +8.1% | -11.5% | -7.3% |
| 30D | -54.4% | +8.9% | -63.3% | -56.6% |
| 3M | -45.7% | +22.0% | -67.8% | -47.1% |
| 6M | -49.2% | +37.8% | -87.0% | -51.3% |
| YTD | -60.3% | +37.3% | -97.6% | -61.9% |
| 1Y | -81.4% | +21.6% | -102.9% | -80.9% |
| All | -81.4% | +22.8% | -104.2% | -80.9% |
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