-46.4%
AMIX vs BTDR
+56.7%
-103.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.9% | -5.9% | -1.7% |
| 7D | -13.7% | +20.0% | -33.7% | -12.7% |
| 30D | -62.1% | +11.9% | -74.0% | -61.4% |
| 3M | -46.2% | -36.9% | -9.2% | -35.4% |
| 6M | -46.4% | +56.5% | -102.9% | -43.2% |
| All | -46.4% | +56.7% | -103.1% | -43.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling