-92.4%
AMIX vs BDX
+47.9%
-140.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.6% | -9.0% | -8.2% |
| 7D | -10.9% | +1.0% | -11.9% | -10.4% |
| 30D | -55.0% | +15.1% | -70.1% | -52.3% |
| 3M | -82.0% | +18.2% | -100.2% | -80.7% |
| 6M | -80.4% | +48.1% | -128.6% | -76.3% |
| YTD | -88.3% | +44.1% | -132.4% | -84.7% |
| 1Y | -92.4% | +46.4% | -138.8% | -89.0% |
| All | -92.4% | +47.9% | -140.3% | -89.0% |
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