-89.7%
AMIX vs BHP
+51.6%
-141.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -2.1% | +10.9% | +12.5% |
| 7D | +11.4% | +3.8% | +7.6% | +4.0% |
| 30D | -40.5% | -6.5% | -34.0% | -33.6% |
| 3M | -80.1% | -8.5% | -71.6% | -77.1% |
| 6M | -74.8% | -2.2% | -72.7% | -74.6% |
| YTD | -84.0% | +40.0% | -124.0% | -82.5% |
| 1Y | -89.7% | +51.3% | -141.0% | -86.7% |
| All | -89.7% | +51.6% | -141.3% | -86.7% |
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