-55.8%
FIG vs AMIX
-81.0%
+25.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.9% | -2.4% | -4.3% |
| 7D | -16.3% | -13.7% | -2.6% | -16.1% |
| 30D | -14.3% | -62.1% | +47.7% | -12.8% |
| 3M | +7.2% | -46.2% | +53.3% | +4.8% |
| 6M | -18.6% | -46.4% | +27.8% | -20.5% |
| YTD | -35.5% | -60.3% | +24.8% | -36.1% |
| 1Y | -55.8% | -79.7% | +23.9% | -46.8% |
| All | -55.8% | -81.0% | +25.2% | -46.8% |
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