-91.7%
AMIX vs BLDR
-42.4%
-49.3%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.9% | -19.1% | -19.5% |
| 7D | -8.1% | -10.3% | +2.2% | -3.1% |
| 30D | -52.3% | +19.6% | -71.8% | -58.2% |
| 3M | -83.8% | -17.0% | -66.8% | -81.9% |
| 6M | -79.0% | -16.7% | -62.2% | -77.5% |
| YTD | -87.2% | -39.4% | -47.8% | -85.4% |
| 1Y | -91.7% | -41.7% | -50.0% | -90.8% |
| All | -91.7% | -42.4% | -49.3% | -90.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling