-89.6%
AMIX vs USFR
+4.1%
-93.7%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | 0.0% | +8.8% | +14.4% |
| 7D | +11.4% | +0.1% | +11.4% | +24.1% |
| 30D | -40.5% | +0.4% | -40.9% | +5.7% |
| 3M | -80.1% | +1.1% | -81.1% | -0.2% |
| 6M | -74.8% | +2.1% | -76.9% | +73.5% |
| YTD | -84.0% | +3.4% | -87.4% | -24.3% |
| All | -89.6% | +4.1% | -93.7% | -84.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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