-99.8%
AMIX vs FN
+94.9%
-194.7%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.1% | -5.1% | -4.1% |
| 7D | -13.7% | -1.7% | -12.0% | -12.7% |
| 30D | -62.1% | -22.0% | -40.1% | -57.1% |
| 3M | -46.2% | -43.0% | -3.2% | -36.6% |
| 6M | -46.4% | -27.7% | -18.7% | -38.9% |
| YTD | -60.3% | -10.5% | -49.7% | -56.4% |
| 1Y | -79.7% | +12.5% | -92.2% | -78.3% |
| All | -99.8% | +94.9% | -194.7% | -99.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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