-91.6%
AMIX vs BTSG
+111.7%
-203.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -3.0% | -3.0% |
| 7D | -25.1% | +17.4% | -42.5% | -31.8% |
| 30D | -54.5% | +12.6% | -67.1% | -57.5% |
| 3M | -91.7% | +11.2% | -102.9% | -92.4% |
| 6M | -79.4% | +30.4% | -109.8% | -82.0% |
| YTD | -86.1% | +86.4% | -172.4% | -88.2% |
| 1Y | -91.6% | +117.9% | -209.5% | -92.3% |
| All | -91.6% | +111.7% | -203.3% | -92.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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