-81.3%
AMIX vs BHP
+73.4%
-154.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.3% |
| 7D | -13.7% | -2.9% | -10.8% | -9.0% |
| 30D | -62.1% | +3.4% | -65.4% | -64.7% |
| 3M | -46.2% | +4.1% | -50.2% | -53.5% |
| 6M | -46.4% | +20.6% | -67.0% | -54.2% |
| YTD | -60.3% | +56.1% | -116.3% | -68.7% |
| All | -81.3% | +73.4% | -154.7% | -85.3% |
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