-91.6%
AMIX vs FGI
+46.9%
-138.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -16.0% | -7.0% | -9.1% | -15.4% |
| 30D | -55.4% | -4.2% | -51.2% | -55.3% |
| 3M | -87.5% | +55.6% | -143.1% | -88.7% |
| 6M | -81.2% | -3.2% | -78.0% | -82.6% |
| YTD | -86.8% | +29.1% | -116.0% | -88.2% |
| 1Y | -91.6% | +51.0% | -142.6% | -92.7% |
| All | -91.6% | +46.9% | -138.5% | -92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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