+24.6%
BKNG vs AMIX
-99.9%
+124.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.8% |
| 7D | -13.1% | +1.6% | -14.7% | -13.1% |
| 30D | -18.5% | -50.8% | +32.3% | -18.3% |
| 3M | +5.8% | -46.3% | +52.0% | +4.9% |
| 6M | -2.1% | -49.9% | +47.7% | -2.9% |
| YTD | -18.6% | -60.4% | +41.8% | -19.2% |
| 1Y | -21.7% | -81.7% | +60.1% | -21.6% |
| All | +24.6% | -99.9% | +124.4% | +19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling