-91.6%
AMIX vs FND
-16.0%
-75.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -16.0% | +7.7% | -23.7% | -24.3% |
| 30D | -55.4% | +11.9% | -67.3% | -62.2% |
| 3M | -87.5% | -14.6% | -72.9% | -85.2% |
| 6M | -81.2% | +0.5% | -81.7% | -79.0% |
| YTD | -86.8% | -15.8% | -71.0% | -83.6% |
| 1Y | -91.6% | -12.9% | -78.7% | -87.9% |
| All | -91.6% | -16.0% | -75.6% | -87.9% |
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 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