-99.9%
AMIX vs BDX
+20.8%
-120.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | -0.2% |
| 7D | -16.0% | +7.1% | -23.1% | -14.5% |
| 30D | -55.4% | +17.6% | -73.0% | -53.5% |
| 3M | -87.5% | +20.4% | -107.9% | -86.9% |
| 6M | -81.2% | +48.3% | -129.5% | -79.0% |
| YTD | -86.8% | +41.6% | -128.4% | -85.4% |
| 1Y | -91.6% | +55.7% | -147.3% | -90.5% |
| All | -99.9% | +20.8% | -120.7% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling