-79.7%
AMIX vs FTV
+21.5%
-101.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.8% | -1.5% |
| 7D | -13.7% | -4.6% | -9.1% | -12.1% |
| 30D | -62.1% | -7.2% | -54.9% | -61.0% |
| 3M | -46.2% | -7.3% | -38.9% | -47.0% |
| 6M | -46.4% | -1.6% | -44.8% | -47.4% |
| YTD | -60.3% | +3.3% | -63.6% | -60.0% |
| 1Y | -79.7% | +20.2% | -99.9% | -79.2% |
| All | -79.7% | +21.5% | -101.2% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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