-79.7%
AMIX vs BTG
+38.4%
-118.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.5% | -1.9% |
| 7D | -13.7% | -0.9% | -12.8% | -13.7% |
| 30D | -62.1% | +36.8% | -98.9% | -61.7% |
| 3M | -46.2% | +23.1% | -69.3% | -45.3% |
| 6M | -46.4% | +3.5% | -49.9% | -44.0% |
| YTD | -60.3% | +25.5% | -85.8% | -59.7% |
| 1Y | -79.7% | +40.1% | -119.8% | -80.8% |
| All | -79.7% | +38.4% | -118.0% | -80.8% |
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