-80.9%
AMIX vs BTI
+9.0%
-89.9%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.8% | -5.4% |
| 7D | -25.5% | +3.3% | -28.8% | -22.9% |
| 30D | -56.2% | +19.0% | -75.2% | -47.8% |
| 3M | -87.4% | +6.4% | -93.9% | -86.5% |
| 6M | -80.9% | +7.7% | -88.6% | -78.6% |
| All | -80.9% | +9.0% | -89.9% | -78.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling