+65.1%
BLK vs AMIX
-100.0%
+165.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -20.0% | +20.3% | +0.4% |
| 7D | +0.2% | -8.1% | +8.2% | +0.2% |
| 30D | +13.1% | -52.3% | +65.4% | +13.3% |
| 3M | +7.3% | -83.8% | +91.1% | +7.7% |
| 6M | +14.6% | -79.0% | +93.6% | +14.7% |
| YTD | +16.5% | -87.2% | +103.6% | +16.8% |
| 1Y | +15.4% | -91.7% | +107.1% | +15.9% |
| All | +65.1% | -100.0% | +165.1% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling