-91.6%
AMIX vs BRO
-3.8%
-87.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.2% | -7.2% | -1.9% |
| 7D | -25.1% | +12.2% | -37.3% | -22.8% |
| 30D | -54.5% | +21.3% | -75.8% | -52.0% |
| 3M | -91.7% | +4.1% | -95.8% | -91.6% |
| 6M | -79.4% | +28.9% | -108.3% | -79.0% |
| YTD | -86.1% | -6.6% | -79.5% | -85.0% |
| 1Y | -91.6% | -5.6% | -86.0% | -90.9% |
| All | -91.6% | -3.8% | -87.7% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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