-79.7%
AMIX vs AFRM
-15.0%
-64.7%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -0.6% |
| 7D | -13.7% | -7.0% | -6.8% | -10.6% |
| 30D | -62.1% | -7.8% | -54.3% | -60.4% |
| 3M | -46.2% | +5.3% | -51.5% | -44.7% |
| 6M | -46.4% | +42.6% | -89.1% | -46.4% |
| YTD | -60.3% | -2.8% | -57.5% | -59.3% |
| 1Y | -79.7% | -19.3% | -60.4% | -76.9% |
| All | -79.7% | -15.0% | -64.7% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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