-91.6%
AMIX vs BWA
+17.4%
-108.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -4.0% |
| 7D | -25.1% | -9.9% | -15.2% | -28.5% |
| 30D | -54.5% | -16.4% | -38.2% | -58.0% |
| 3M | -91.7% | -19.8% | -71.9% | -92.3% |
| 6M | -79.4% | -10.0% | -69.5% | -79.9% |
| YTD | -86.1% | +12.7% | -98.8% | -82.3% |
| 1Y | -91.6% | +15.7% | -107.2% | -88.4% |
| All | -91.6% | +17.4% | -108.9% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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