-99.9%
AMIX vs BIDU
-26.4%
-73.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.1% | -20.1% | -20.0% |
| 7D | -8.1% | -0.8% | -7.2% | -8.1% |
| 30D | -52.3% | -5.4% | -46.9% | -52.2% |
| 3M | -83.8% | -24.7% | -59.1% | -83.6% |
| 6M | -79.0% | -45.3% | -33.7% | -78.8% |
| YTD | -87.2% | -39.0% | -48.2% | -87.1% |
| 1Y | -91.7% | -39.6% | -52.1% | -91.6% |
| All | -99.9% | -26.4% | -73.5% | -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