-92.4%
AMIX vs FTV
+31.4%
-123.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.1% | -8.4% | -8.4% |
| 7D | -10.9% | +3.7% | -14.6% | -11.9% |
| 30D | -55.0% | +16.8% | -71.8% | -57.3% |
| 3M | -82.0% | +10.4% | -92.4% | -82.6% |
| 6M | -80.4% | +12.8% | -93.3% | -82.0% |
| YTD | -88.3% | +23.3% | -111.6% | -88.9% |
| 1Y | -92.4% | +31.0% | -123.4% | -90.6% |
| All | -92.4% | +31.4% | -123.8% | -90.6% |
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