-92.4%
AMIX vs BTG
+22.2%
-114.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.2% | -4.2% | -8.3% |
| 7D | -10.9% | -5.9% | -5.0% | -10.7% |
| 30D | -55.0% | -5.0% | -50.0% | -54.9% |
| 3M | -82.0% | -4.5% | -77.6% | -81.8% |
| 6M | -80.4% | -7.0% | -73.4% | -79.5% |
| YTD | -88.3% | +11.4% | -99.6% | -87.6% |
| 1Y | -92.4% | +20.1% | -112.5% | -91.2% |
| All | -92.4% | +22.2% | -114.6% | -91.2% |
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