+59.4%
BE vs AMIX
-92.5%
+151.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -8.4% | +4.8% | -3.5% |
| 7D | +20.5% | -10.9% | +31.4% | +20.6% |
| 30D | -23.4% | -55.0% | +31.6% | -22.6% |
| 3M | -14.9% | -82.0% | +67.2% | -13.1% |
| 6M | -28.1% | -80.4% | +52.4% | -25.0% |
| YTD | +132.4% | -88.3% | +220.7% | +147.2% |
| 1Y | +59.4% | -92.4% | +151.7% | +73.4% |
| All | +59.4% | -92.5% | +151.8% | +73.4% |
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 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