-99.8%
AMIX vs FLNC
-45.3%
-54.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.7% | -6.9% | -1.0% |
| 7D | -3.4% | +6.0% | -9.3% | -4.1% |
| 30D | -54.4% | -16.3% | -38.1% | -53.4% |
| 3M | -45.7% | -54.1% | +8.4% | -43.2% |
| 6M | -49.2% | -25.3% | -23.9% | -45.8% |
| YTD | -60.3% | -44.2% | -16.2% | -57.7% |
| 1Y | -81.4% | +53.1% | -134.5% | -77.2% |
| All | -99.8% | -45.3% | -54.4% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling