-91.6%
AMIX vs BHP
+53.4%
-145.0%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.6% | -5.6% | -7.5% |
| 7D | -25.1% | -2.5% | -22.6% | -21.7% |
| 30D | -54.5% | -7.7% | -46.8% | -48.1% |
| 3M | -91.7% | -6.4% | -85.4% | -91.3% |
| 6M | -79.4% | +5.2% | -84.6% | -78.7% |
| YTD | -86.1% | +38.3% | -124.4% | -84.6% |
| 1Y | -91.6% | +53.4% | -144.9% | -88.4% |
| All | -91.6% | +53.4% | -145.0% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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