-52.0%
FIG vs AMIX
-92.3%
+40.3%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.8% |
| 7D | +3.4% | -9.9% | +13.3% | +3.5% |
| 30D | -9.5% | -52.8% | +43.3% | -8.3% |
| 3M | -26.2% | -80.0% | +53.8% | -24.2% |
| 6M | +2.7% | -80.2% | +82.9% | -0.8% |
| YTD | -48.0% | -88.1% | +40.2% | -49.6% |
| 1Y | -52.0% | -91.1% | +39.0% | -53.6% |
| All | -52.0% | -92.3% | +40.3% | -53.6% |
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