-92.4%
AMIX vs FDS
+23.2%
-115.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.9% | -7.5% | -8.2% |
| 7D | -10.9% | -2.6% | -8.3% | -10.4% |
| 30D | -55.0% | +14.1% | -69.0% | -56.9% |
| 3M | -82.0% | +19.8% | -101.8% | -83.4% |
| 6M | -80.4% | +55.0% | -135.4% | -82.5% |
| YTD | -88.3% | +15.9% | -104.2% | -90.3% |
| 1Y | -92.4% | +24.2% | -116.6% | -93.1% |
| All | -92.4% | +23.2% | -115.6% | -93.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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