-99.9%
AMIX vs FND
-55.7%
-44.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.2% | +3.3% | +2.0% |
| 7D | -9.9% | -6.8% | -3.0% | -7.2% |
| 30D | -52.8% | +8.0% | -60.7% | -54.4% |
| 3M | -80.0% | -18.9% | -61.1% | -78.4% |
| 6M | -80.2% | +4.7% | -84.9% | -78.2% |
| YTD | -88.1% | -21.6% | -66.6% | -87.4% |
| 1Y | -91.1% | -22.0% | -69.0% | -90.4% |
| All | -99.9% | -55.7% | -44.2% | -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