-99.9%
AMIX vs BLDR
-61.6%
-38.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +5.5% | +6.4% | +9.8% |
| 7D | +1.2% | -2.7% | +3.9% | +2.0% |
| 30D | -45.3% | +24.8% | -70.2% | -50.6% |
| 3M | -83.1% | -11.7% | -71.4% | -82.4% |
| 6M | -76.9% | -14.8% | -62.1% | -76.2% |
| YTD | -85.3% | -35.9% | -49.4% | -84.0% |
| 1Y | -89.8% | -39.7% | -50.1% | -88.8% |
| All | -99.9% | -61.6% | -38.3% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling