-91.6%
AMIX vs BDX
+54.0%
-145.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.6% | -8.6% | -1.1% |
| 7D | -25.1% | +7.2% | -32.3% | -23.3% |
| 30D | -54.5% | +15.8% | -70.3% | -52.0% |
| 3M | -91.7% | +23.7% | -115.4% | -91.0% |
| 6M | -79.4% | +44.8% | -124.3% | -75.9% |
| YTD | -86.1% | +39.8% | -125.8% | -83.2% |
| 1Y | -91.6% | +52.3% | -143.9% | -87.0% |
| All | -91.6% | +54.0% | -145.6% | -87.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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