-4.7%
BAC vs AMIX
-92.5%
+87.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.4% | +8.1% | -0.3% |
| 7D | +1.5% | -10.9% | +12.4% | +1.5% |
| 30D | -6.4% | -55.0% | +48.6% | -6.3% |
| 3M | -21.7% | -82.0% | +60.4% | -21.6% |
| 6M | +0.5% | -80.4% | +80.9% | +1.1% |
| YTD | -6.7% | -88.3% | +81.6% | -7.1% |
| 1Y | -4.7% | -92.4% | +87.7% | -5.6% |
| All | -4.7% | -92.5% | +87.8% | -5.6% |
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