-81.4%
AMIX vs BDX
+21.6%
-102.9%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.8% | -0.9% |
| 7D | -3.4% | -4.3% | +0.9% | -4.3% |
| 30D | -54.4% | +1.3% | -55.6% | -54.2% |
| 3M | -45.7% | +20.2% | -66.0% | -42.6% |
| 6M | -49.2% | +8.6% | -57.8% | -47.0% |
| YTD | -60.3% | +19.0% | -79.3% | -57.9% |
| 1Y | -81.4% | +21.2% | -102.5% | -79.9% |
| All | -81.4% | +21.6% | -102.9% | -79.9% |
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