-91.7%
AMIX vs BTG
+26.4%
-118.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -2.4% | -17.6% | -19.9% |
| 7D | -8.1% | +1.4% | -9.4% | -8.1% |
| 30D | -52.3% | -1.1% | -51.1% | -52.2% |
| 3M | -83.8% | +2.5% | -86.3% | -83.6% |
| 6M | -79.0% | -3.1% | -75.9% | -78.0% |
| YTD | -87.2% | +16.3% | -103.5% | -86.5% |
| 1Y | -91.7% | +27.6% | -119.3% | -90.3% |
| All | -91.7% | +26.4% | -118.1% | -90.3% |
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