-99.9%
AMIX vs BIDU
-27.9%
-72.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.5% | +1.1% |
| 7D | -9.9% | -4.6% | -5.3% | -9.7% |
| 30D | -52.8% | -4.5% | -48.2% | -52.7% |
| 3M | -80.0% | -25.4% | -54.7% | -79.9% |
| 6M | -80.2% | -48.1% | -32.2% | -80.0% |
| YTD | -88.1% | -40.2% | -47.9% | -88.0% |
| 1Y | -91.1% | -35.2% | -55.8% | -90.9% |
| All | -99.9% | -27.9% | -72.0% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling