-99.9%
AMIX vs AFRM
+81.9%
-181.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.0% | -8.0% | -4.3% |
| 7D | -25.1% | +3.1% | -28.2% | -25.8% |
| 30D | -54.5% | +1.1% | -55.6% | -54.8% |
| 3M | -91.7% | -3.2% | -88.5% | -91.7% |
| 6M | -79.4% | +12.7% | -92.1% | -80.0% |
| YTD | -86.1% | +1.6% | -87.6% | -86.3% |
| 1Y | -91.6% | +5.9% | -97.4% | -91.8% |
| All | -99.9% | +81.9% | -181.9% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling