-13.2%
BX vs AMIX
-91.4%
+78.1%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +1.8% | -16.0% | +17.8% | +1.9% |
| 30D | +7.9% | -55.4% | +63.3% | +8.2% |
| 3M | -9.6% | -87.5% | +77.9% | -8.9% |
| 6M | -2.3% | -81.2% | +78.9% | -0.3% |
| YTD | -19.3% | -86.8% | +67.6% | -18.1% |
| 1Y | -13.2% | -91.6% | +78.3% | -12.4% |
| All | -13.2% | -91.4% | +78.1% | -12.4% |
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