-80.9%
AMIX vs BWA
-15.7%
-65.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.7% | +0.1% | -8.0% |
| 7D | -25.5% | -10.8% | -14.7% | -29.5% |
| 30D | -56.2% | -25.0% | -31.2% | -63.1% |
| 3M | -87.4% | -28.6% | -58.8% | -89.8% |
| 6M | -80.9% | -16.6% | -64.3% | -82.4% |
| All | -80.9% | -15.7% | -65.2% | -82.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling