-99.9%
AMIX vs FND
-52.3%
-47.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -3.5% | +12.4% | +10.2% |
| 7D | +11.4% | +6.8% | +4.6% | +8.2% |
| 30D | -40.5% | +13.1% | -53.6% | -43.7% |
| 3M | -80.1% | -13.1% | -67.0% | -79.0% |
| 6M | -74.8% | -0.6% | -74.3% | -73.5% |
| YTD | -84.0% | -15.5% | -68.5% | -83.5% |
| 1Y | -89.7% | -13.7% | -76.0% | -89.2% |
| All | -99.9% | -52.3% | -47.6% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling