-99.8%
AMIX vs FE
+44.0%
-143.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.9% |
| 7D | -13.7% | +1.9% | -15.7% | -13.7% |
| 30D | -62.1% | -1.2% | -60.9% | -62.1% |
| 3M | -46.2% | +3.5% | -49.7% | -47.6% |
| 6M | -46.4% | -6.1% | -40.4% | -45.7% |
| YTD | -60.3% | +7.6% | -67.9% | -61.9% |
| 1Y | -79.7% | +11.9% | -91.6% | -80.3% |
| All | -99.8% | +44.0% | -143.7% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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