-81.4%
AMIX vs BTG
+29.7%
-111.0%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.6% | -0.2% |
| 7D | -3.4% | +4.8% | -8.2% | -3.4% |
| 30D | -54.4% | +8.3% | -62.7% | -54.1% |
| 3M | -45.7% | +32.3% | -78.0% | -45.2% |
| 6M | -49.2% | +3.0% | -52.1% | -47.1% |
| YTD | -60.3% | +21.9% | -82.3% | -59.6% |
| 1Y | -81.4% | +28.2% | -109.5% | -82.0% |
| All | -81.4% | +29.7% | -111.0% | -82.0% |
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