-89.6%
AMIX vs BIDU
-40.1%
-49.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -1.6% | +10.5% | +9.1% |
| 7D | +11.4% | +3.6% | +7.9% | +10.8% |
| 30D | -40.5% | -6.6% | -33.9% | -39.9% |
| 3M | -80.1% | -27.2% | -52.9% | -79.3% |
| 6M | -74.8% | -43.5% | -31.3% | -73.5% |
| YTD | -84.0% | -39.0% | -45.0% | -83.1% |
| All | -89.6% | -40.1% | -49.5% | -89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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