-99.9%
AMIX vs BLDR
-63.6%
-36.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.5% | +4.5% | +1.6% |
| 7D | -16.0% | -3.7% | -12.4% | -15.3% |
| 30D | -55.4% | +16.8% | -72.2% | -58.8% |
| 3M | -87.5% | -13.7% | -73.8% | -86.9% |
| 6M | -81.2% | -21.9% | -59.3% | -80.1% |
| YTD | -86.8% | -39.2% | -47.6% | -85.4% |
| 1Y | -91.6% | -42.6% | -48.9% | -90.6% |
| All | -99.9% | -63.6% | -36.3% | -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