-49.9%
AMIX vs BRKR
+50.2%
-100.0%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.8% | +6.5% | -33.8% |
| 7D | +1.6% | -7.8% | +9.3% | -36.7% |
| 30D | -50.8% | -3.4% | -47.5% | -63.2% |
| 3M | -46.3% | -4.8% | -41.4% | -36.6% |
| 6M | -49.9% | +46.7% | -96.5% | -45.9% |
| All | -49.9% | +50.2% | -100.0% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 6mo: compounded portfolio wealth divided by compounded BRKR 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…
6mo analysis · Full analysis span regression · 6 months rolling