-79.7%
AMIX vs BTI
+5.0%
-84.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -2.3% |
| 7D | -13.7% | -1.4% | -12.3% | -14.2% |
| 30D | -62.1% | -6.6% | -55.5% | -63.0% |
| 3M | -46.2% | -3.0% | -43.2% | -47.0% |
| 6M | -46.4% | -6.7% | -39.8% | -47.0% |
| YTD | -60.3% | +0.6% | -60.8% | -62.8% |
| 1Y | -79.7% | +5.6% | -85.3% | -79.9% |
| All | -79.7% | +5.0% | -84.6% | -79.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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