-99.9%
AMIX vs BHP
+44.0%
-143.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +2.1% |
| 7D | -9.9% | -0.5% | -9.4% | -9.6% |
| 30D | -52.8% | -4.5% | -48.2% | -51.2% |
| 3M | -80.0% | -6.9% | -73.1% | -78.9% |
| 6M | -80.2% | -10.6% | -69.7% | -79.6% |
| YTD | -88.1% | +37.2% | -125.3% | -87.4% |
| 1Y | -91.1% | +48.0% | -139.1% | -90.4% |
| All | -99.9% | +44.0% | -143.9% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling