-1.4%
BAC vs AMIX
-92.3%
+90.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +1.0% |
| 7D | +3.2% | -9.9% | +13.1% | +3.2% |
| 30D | -0.7% | -52.8% | +52.0% | -0.7% |
| 3M | -20.0% | -80.0% | +60.0% | -19.9% |
| 6M | +3.4% | -80.2% | +83.7% | +3.9% |
| YTD | -5.7% | -88.1% | +82.4% | -6.6% |
| 1Y | -1.4% | -91.1% | +89.6% | -2.5% |
| All | -1.4% | -92.3% | +90.9% | -2.5% |
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