-19.9%
BKNG vs AMIX
-82.5%
+62.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.6% | +0.5% |
| 7D | -10.7% | -6.3% | -4.4% | -10.6% |
| 30D | -18.1% | -51.9% | +33.8% | -18.0% |
| 3M | +8.5% | -44.9% | +53.4% | +8.8% |
| 6M | -0.1% | -47.9% | +47.9% | +0.1% |
| YTD | -18.2% | -62.0% | +43.8% | -19.1% |
| 1Y | -19.9% | -82.0% | +62.1% | -18.4% |
| All | -19.9% | -82.5% | +62.6% | -18.4% |
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