-91.6%
AMIX vs BTG
+24.4%
-115.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +8.7% | -11.7% | -3.2% |
| 7D | -25.1% | -0.2% | -24.9% | -25.0% |
| 30D | -54.5% | -0.8% | -53.7% | -54.4% |
| 3M | -91.7% | +31.8% | -123.6% | -91.6% |
| 6M | -79.4% | +20.4% | -99.9% | -78.9% |
| YTD | -86.1% | +14.7% | -100.8% | -85.2% |
| 1Y | -91.6% | +29.4% | -120.9% | -90.2% |
| All | -91.6% | +24.4% | -115.9% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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