-90.5%
AMIX vs BTDR
-71.2%
-19.3%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +9.9% | +2.0% | +10.4% |
| 7D | +1.2% | +7.1% | -5.9% | -0.1% |
| 30D | -45.3% | -31.4% | -14.0% | -43.0% |
| 3M | -83.1% | -39.2% | -43.8% | -82.1% |
| 6M | -76.9% | -50.9% | -25.9% | -74.6% |
| YTD | -85.3% | -41.0% | -44.2% | -85.3% |
| All | -90.5% | -71.2% | -19.3% | -88.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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