-79.7%
AMIX vs BWA
+59.1%
-138.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -0.6% |
| 7D | -13.7% | +5.7% | -19.4% | -11.3% |
| 30D | -62.1% | +1.4% | -63.5% | -61.7% |
| 3M | -46.2% | -12.1% | -34.1% | -44.4% |
| 6M | -46.4% | +28.6% | -75.0% | -39.5% |
| YTD | -60.3% | +51.1% | -111.3% | -47.9% |
| 1Y | -79.7% | +55.9% | -135.5% | -72.8% |
| All | -79.7% | +59.1% | -138.7% | -72.8% |
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