-99.9%
AMIX vs BLDR
-64.7%
-35.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.8% |
| 7D | -9.9% | -3.0% | -6.9% | -8.8% |
| 30D | -52.8% | +20.1% | -72.9% | -56.8% |
| 3M | -80.0% | -17.5% | -62.5% | -78.7% |
| 6M | -80.2% | -16.1% | -64.1% | -79.3% |
| YTD | -88.1% | -41.0% | -47.1% | -86.7% |
| 1Y | -91.1% | -41.6% | -49.5% | -90.0% |
| All | -99.9% | -64.7% | -35.2% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling