+30.7%
BP vs AMIX
-91.4%
+122.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -11.6% | -16.0% | +4.4% | -11.8% |
| 30D | 0.0% | -55.4% | +55.5% | -0.7% |
| 3M | +6.7% | -87.5% | +94.3% | +4.9% |
| 6M | +2.2% | -81.2% | +83.4% | +1.8% |
| YTD | +33.0% | -86.8% | +119.8% | +32.4% |
| 1Y | +30.7% | -91.6% | +122.3% | +30.0% |
| All | +30.7% | -91.4% | +122.1% | +30.0% |
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 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