-91.7%
AMIX vs BN
-8.2%
-83.5%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.8% | -19.2% | -18.8% |
| 7D | -8.1% | -2.4% | -5.7% | -4.1% |
| 30D | -52.3% | +13.5% | -65.8% | -62.5% |
| 3M | -83.8% | -5.9% | -77.8% | -81.8% |
| 6M | -79.0% | -8.9% | -70.0% | -76.4% |
| YTD | -87.2% | -7.9% | -79.3% | -85.2% |
| 1Y | -91.7% | -8.3% | -83.4% | -90.5% |
| All | -91.7% | -8.2% | -83.5% | -90.5% |
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