-81.4%
AMIX vs FRMI
-77.3%
-4.1%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.5% | -11.7% | -2.2% |
| 7D | -3.4% | +23.3% | -26.7% | -7.0% |
| 30D | -54.4% | -7.6% | -46.8% | -54.0% |
| 3M | -45.7% | +0.2% | -45.9% | -46.4% |
| 6M | -49.2% | -28.7% | -20.4% | -48.8% |
| YTD | -60.3% | -28.6% | -31.7% | -60.8% |
| All | -81.4% | -77.3% | -4.1% | -80.7% |
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