-12.7%
BA vs AMIX
-91.8%
+79.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -5.6% | +3.0% | -2.5% |
| 7D | -0.1% | -25.5% | +25.4% | 0.0% |
| 30D | -9.1% | -56.2% | +47.1% | -8.9% |
| 3M | -28.2% | -87.4% | +59.3% | -27.7% |
| 6M | -23.1% | -80.9% | +57.8% | -21.8% |
| YTD | -20.6% | -86.8% | +66.3% | -19.3% |
| 1Y | -12.7% | -91.3% | +78.6% | -11.5% |
| All | -12.7% | -91.8% | +79.1% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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