-99.9%
AMIX vs BTI
+145.8%
-245.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | +0.4% | -20.4% | -19.9% |
| 7D | -8.1% | -3.0% | -5.0% | -8.6% |
| 30D | -52.3% | +9.8% | -62.0% | -51.3% |
| 3M | -83.8% | +9.2% | -92.9% | -83.4% |
| 6M | -79.0% | +4.0% | -83.0% | -78.6% |
| YTD | -87.2% | +12.7% | -99.9% | -87.2% |
| 1Y | -91.7% | +15.9% | -107.6% | -91.7% |
| All | -99.9% | +145.8% | -245.7% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling