+45.6%
BP vs AMIX
-100.0%
+145.6%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -5.6% | +3.6% | -2.0% |
| 7D | -11.2% | -25.5% | +14.3% | -11.4% |
| 30D | -0.7% | -56.2% | +55.5% | -1.2% |
| 3M | +9.8% | -87.4% | +97.2% | +8.4% |
| 6M | -1.6% | -80.9% | +79.3% | -0.3% |
| YTD | +33.5% | -86.8% | +120.3% | +35.3% |
| 1Y | +31.7% | -91.3% | +123.1% | +33.5% |
| All | +45.6% | -100.0% | +145.6% | +51.1% |
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