-90.5%
AMIX vs BLDR
-39.9%
-50.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +5.5% | +6.4% | +9.0% |
| 7D | +1.2% | -2.7% | +3.9% | +2.3% |
| 30D | -45.3% | +24.8% | -70.2% | -53.0% |
| 3M | -83.1% | -11.7% | -71.4% | -81.7% |
| 6M | -76.9% | -14.8% | -62.1% | -75.9% |
| YTD | -85.3% | -35.9% | -49.4% | -83.7% |
| All | -90.5% | -39.9% | -50.6% | -89.8% |
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