-79.7%
AMIX vs FFIV
+25.9%
-105.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.4% | -1.5% | -1.8% |
| 7D | -13.7% | -1.0% | -12.8% | -13.5% |
| 30D | -62.1% | -5.1% | -57.0% | -61.3% |
| 3M | -46.2% | -4.5% | -41.7% | -44.6% |
| 6M | -46.4% | +36.5% | -82.9% | -47.5% |
| YTD | -60.3% | +53.0% | -113.2% | -62.0% |
| 1Y | -79.7% | +24.2% | -103.9% | -77.3% |
| All | -79.7% | +25.9% | -105.6% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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