-13.6%
BKNG vs AMIX
-92.3%
+78.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -3.0% | +12.8% | +9.8% |
| 7D | +15.6% | -25.1% | +40.7% | +15.6% |
| 30D | +8.0% | -54.5% | +62.5% | +8.2% |
| 3M | -11.8% | -91.7% | +80.0% | -11.4% |
| 6M | +3.8% | -79.4% | +83.2% | +4.0% |
| YTD | -19.6% | -86.1% | +66.5% | -20.6% |
| 1Y | -13.6% | -91.6% | +78.0% | -15.8% |
| All | -13.6% | -92.3% | +78.7% | -15.8% |
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