+3.4%
BA vs AMIX
-99.9%
+103.3%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.9% | +2.7% | +0.8% |
| 7D | +1.2% | -13.7% | +14.9% | +1.2% |
| 30D | -11.6% | -62.1% | +50.4% | -11.4% |
| 3M | -2.4% | -46.2% | +43.8% | -2.8% |
| 6M | -6.6% | -46.4% | +39.8% | -7.1% |
| YTD | -2.2% | -60.3% | +58.0% | -2.7% |
| 1Y | -8.0% | -79.7% | +71.7% | -8.4% |
| All | +3.4% | -99.9% | +103.3% | +2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling