-79.7%
AMIX vs FND
-36.4%
-43.3%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -3.9% |
| 7D | -13.7% | -5.2% | -8.5% | -8.1% |
| 30D | -62.1% | -19.9% | -42.2% | -51.2% |
| 3M | -46.2% | +2.7% | -48.9% | -36.7% |
| 6M | -46.4% | -21.7% | -24.8% | -40.6% |
| YTD | -60.3% | -17.5% | -42.8% | -52.8% |
| 1Y | -79.7% | -39.3% | -40.4% | -73.4% |
| All | -79.7% | -36.4% | -43.3% | -73.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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