-89.7%
AMIX vs BTSG
+116.8%
-206.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +4.8% | +4.0% | +6.2% |
| 7D | +11.4% | +3.8% | +7.7% | +9.5% |
| 30D | -40.5% | +13.7% | -54.2% | -44.6% |
| 3M | -80.1% | +18.0% | -98.1% | -82.2% |
| 6M | -74.8% | +32.2% | -107.0% | -78.4% |
| YTD | -84.0% | +93.6% | -177.5% | -86.9% |
| 1Y | -89.7% | +115.9% | -205.6% | -91.4% |
| All | -89.7% | +116.8% | -206.5% | -91.4% |
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