-99.9%
AMIX vs BTSG
+547.4%
-647.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -9.9% | +6.0% | -15.9% | -11.2% |
| 30D | -52.8% | +12.4% | -65.2% | -54.3% |
| 3M | -80.0% | +18.2% | -98.3% | -81.1% |
| 6M | -80.2% | +26.0% | -106.3% | -81.7% |
| YTD | -88.1% | +90.1% | -178.3% | -89.6% |
| 1Y | -91.1% | +124.3% | -215.3% | -92.3% |
| All | -99.9% | +547.4% | -647.3% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling