-89.7%
AMIX vs BLDR
-42.7%
-47.0%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -4.6% | +13.4% | +11.1% |
| 7D | +11.4% | -1.1% | +12.5% | +11.4% |
| 30D | -40.5% | +19.1% | -59.6% | -47.7% |
| 3M | -80.1% | -12.6% | -67.5% | -78.5% |
| 6M | -74.8% | -18.7% | -56.1% | -73.3% |
| YTD | -84.0% | -38.8% | -45.1% | -81.9% |
| 1Y | -89.7% | -41.2% | -48.5% | -88.6% |
| All | -89.7% | -42.7% | -47.0% | -88.6% |
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