-81.2%
AMIX vs BTG
+23.5%
-104.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.5% | +0.2% |
| 7D | -16.0% | +17.4% | -33.4% | -15.3% |
| 30D | -55.4% | +8.0% | -63.4% | -55.0% |
| 3M | -87.5% | +32.5% | -120.0% | -85.8% |
| 6M | -81.2% | +21.6% | -102.8% | -78.8% |
| All | -81.2% | +23.5% | -104.7% | -78.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling