-99.9%
AMIX vs BTI
+149.1%
-249.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +1.4% |
| 7D | -9.9% | +1.6% | -11.5% | -9.5% |
| 30D | -52.8% | +9.2% | -62.0% | -51.9% |
| 3M | -80.0% | +9.6% | -89.7% | -79.6% |
| 6M | -80.2% | -2.4% | -77.8% | -79.6% |
| YTD | -88.1% | +14.2% | -102.4% | -88.1% |
| 1Y | -91.1% | +20.3% | -111.4% | -91.1% |
| All | -99.9% | +149.1% | -249.1% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling