-79.7%
AMIX vs BN
-6.5%
-73.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.7% | -1.5% |
| 7D | -13.7% | -2.5% | -11.3% | -10.0% |
| 30D | -62.1% | -9.5% | -52.6% | -54.9% |
| 3M | -46.2% | -10.4% | -35.8% | -35.1% |
| 6M | -46.4% | -6.4% | -40.1% | -35.7% |
| YTD | -60.3% | -11.9% | -48.4% | -51.2% |
| 1Y | -79.7% | -8.6% | -71.1% | -73.5% |
| All | -79.7% | -6.5% | -73.2% | -73.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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