-91.6%
AMIX vs BHP
+49.6%
-141.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -2.9% |
| 7D | -16.0% | +0.9% | -16.9% | -17.8% |
| 30D | -55.4% | -6.3% | -49.2% | -50.5% |
| 3M | -87.5% | -7.1% | -80.4% | -86.3% |
| 6M | -81.2% | -3.2% | -78.0% | -80.5% |
| YTD | -86.8% | +37.9% | -124.7% | -85.7% |
| 1Y | -91.6% | +49.7% | -141.3% | -89.5% |
| All | -91.6% | +49.6% | -141.2% | -89.5% |
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