+39.2%
BKR vs AMIX
-81.0%
+120.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.7% | -0.2% |
| 7D | +1.7% | -13.7% | +15.5% | +1.8% |
| 30D | +3.3% | -62.1% | +65.4% | +3.6% |
| 3M | -3.6% | -46.2% | +42.6% | -5.0% |
| 6M | +5.0% | -46.4% | +51.5% | +3.5% |
| YTD | +40.9% | -60.3% | +101.2% | +38.5% |
| 1Y | +39.2% | -79.7% | +118.9% | +44.6% |
| All | +39.2% | -81.0% | +120.2% | +44.6% |
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 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