-79.7%
AMIX vs BROS
-35.3%
-44.4%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.7% | -2.7% | -1.7% |
| 7D | -13.7% | -6.7% | -7.0% | -15.5% |
| 30D | -62.1% | -29.1% | -33.0% | -65.9% |
| 3M | -46.2% | -16.7% | -29.5% | -50.5% |
| 6M | -46.4% | -11.6% | -34.8% | -50.7% |
| YTD | -60.3% | -23.9% | -36.3% | -65.7% |
| 1Y | -79.7% | -34.8% | -44.9% | -84.3% |
| All | -79.7% | -35.3% | -44.4% | -84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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