-91.6%
AMIX vs BN
-3.9%
-87.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.1% | -9.1% | -12.3% |
| 7D | -25.1% | +12.0% | -37.1% | -39.3% |
| 30D | -54.5% | +17.0% | -71.5% | -66.0% |
| 3M | -91.7% | -3.2% | -88.5% | -91.2% |
| 6M | -79.4% | -3.9% | -75.6% | -78.0% |
| YTD | -86.1% | -5.6% | -80.5% | -84.6% |
| 1Y | -91.6% | -4.7% | -86.8% | -90.7% |
| All | -91.6% | -3.9% | -87.6% | -90.7% |
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