+65.0%
FDX vs AMIX
-92.3%
+157.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.0% | +6.6% | +3.6% |
| 7D | +8.1% | -25.1% | +33.3% | +8.2% |
| 30D | +13.9% | -54.5% | +68.4% | +14.1% |
| 3M | +5.5% | -91.7% | +97.3% | +6.1% |
| 6M | +15.1% | -79.4% | +94.6% | +15.2% |
| YTD | +43.2% | -86.1% | +129.2% | +42.5% |
| 1Y | +65.0% | -91.6% | +156.6% | +63.1% |
| All | +65.0% | -92.3% | +157.4% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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