-99.9%
AMIX vs BR
-2.4%
-97.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +1.0% | +10.8% | +9.7% |
| 7D | +1.2% | +4.4% | -3.2% | -8.3% |
| 30D | -45.3% | +16.3% | -61.6% | -61.7% |
| 3M | -83.1% | +16.2% | -99.3% | -88.9% |
| 6M | -76.9% | +30.3% | -107.2% | -84.5% |
| YTD | -85.3% | -12.2% | -73.1% | -89.4% |
| 1Y | -89.8% | -11.3% | -78.5% | -92.7% |
| All | -99.9% | -2.4% | -97.5% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling