-90.5%
AMIX vs FRMI
-93.3%
+2.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +5.7% | +6.1% | +10.5% |
| 7D | +1.2% | -24.7% | +25.9% | +7.5% |
| 30D | -45.3% | -51.6% | +6.3% | -36.5% |
| 3M | -83.1% | -73.1% | -9.9% | -77.9% |
| 6M | -76.9% | -68.3% | -8.6% | -71.4% |
| YTD | -85.3% | -79.3% | -6.0% | -81.6% |
| All | -90.5% | -93.3% | +2.7% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 FRMI 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