-99.8%
AMIX vs AFRM
+74.1%
-173.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -1.2% |
| 7D | -13.7% | -7.0% | -6.8% | -12.1% |
| 30D | -62.1% | -7.8% | -54.3% | -61.2% |
| 3M | -46.2% | +5.3% | -51.5% | -46.3% |
| 6M | -46.4% | +42.6% | -89.1% | -49.5% |
| YTD | -60.3% | -2.8% | -57.5% | -60.2% |
| 1Y | -79.7% | -19.3% | -60.4% | -79.0% |
| All | -99.8% | +74.1% | -173.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling