-94.5%
AMIX vs FRMI
-91.8%
-2.7%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +13.8% | -22.3% | -10.6% |
| 7D | -10.9% | +34.6% | -45.5% | -16.2% |
| 30D | -55.0% | -44.6% | -10.4% | -50.6% |
| 3M | -82.0% | -72.9% | -9.1% | -77.9% |
| 6M | -80.4% | -62.3% | -18.1% | -77.5% |
| YTD | -88.3% | -74.3% | -14.0% | -86.3% |
| 1Y | -92.4% | -90.5% | -1.8% | -90.4% |
| All | -94.5% | -91.8% | -2.7% | -93.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling