+16.1%
BKNG vs AMIX
-100.0%
+116.0%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -8.4% | +9.1% | +0.7% |
| 7D | -4.5% | -10.9% | +6.4% | -4.4% |
| 30D | +2.3% | -55.0% | +57.3% | +2.7% |
| 3M | -23.9% | -82.0% | +58.1% | -23.3% |
| 6M | +0.9% | -80.4% | +81.3% | +0.2% |
| YTD | -24.2% | -88.3% | +64.1% | -24.3% |
| 1Y | -21.4% | -92.4% | +71.0% | -21.4% |
| All | +16.1% | -100.0% | +116.0% | +12.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling