-99.9%
AMIX vs BLDR
-61.9%
-38.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.8% | +0.2% | -3.5% |
| 7D | -25.5% | +3.9% | -29.4% | -27.0% |
| 30D | -56.2% | +16.5% | -72.7% | -59.3% |
| 3M | -87.4% | -13.7% | -73.8% | -86.8% |
| 6M | -80.9% | -12.2% | -68.8% | -80.4% |
| YTD | -86.8% | -36.3% | -50.5% | -85.7% |
| 1Y | -91.3% | -41.3% | -50.0% | -90.4% |
| All | -99.9% | -61.9% | -38.0% | -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