-99.8%
AMIX vs BRKR
-24.9%
-74.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -6.7% |
| 7D | -6.3% | -9.8% | +3.5% | -21.5% |
| 30D | -51.9% | -6.1% | -45.9% | -56.0% |
| 3M | -44.9% | -2.4% | -42.5% | -36.3% |
| 6M | -47.9% | +46.7% | -94.6% | -34.7% |
| YTD | -62.0% | +14.0% | -76.0% | -55.0% |
| 1Y | -82.0% | +76.5% | -158.5% | -75.6% |
| All | -99.8% | -24.9% | -74.9% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling