-81.7%
AMIX vs FLNC
+40.4%
-122.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.3% | +8.1% | +2.4% |
| 7D | +1.6% | -4.2% | +5.7% | +2.6% |
| 30D | -50.8% | -20.0% | -30.8% | -47.3% |
| 3M | -46.3% | -56.9% | +10.6% | -34.4% |
| 6M | -49.9% | -35.5% | -14.3% | -43.0% |
| YTD | -60.4% | -48.8% | -11.6% | -54.3% |
| 1Y | -81.7% | +49.3% | -131.0% | -83.9% |
| All | -81.7% | +40.4% | -122.1% | -83.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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