-79.7%
AMIX vs AFL
+11.7%
-91.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -1.0% | -4.7% |
| 7D | -13.7% | +0.6% | -14.3% | -12.4% |
| 30D | -62.1% | -6.2% | -55.9% | -69.3% |
| 3M | -46.2% | +2.2% | -48.3% | -51.9% |
| 6M | -46.4% | +5.3% | -51.7% | -51.2% |
| YTD | -60.3% | +8.0% | -68.2% | -62.4% |
| 1Y | -79.7% | +10.2% | -89.9% | -81.2% |
| All | -79.7% | +11.7% | -91.3% | -81.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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