-83.7%
FIG vs AMIX
-94.6%
+10.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | -13.1% | -16.0% | +2.9% | -12.8% |
| 30D | -13.0% | -55.4% | +42.4% | -11.5% |
| 3M | -21.5% | -87.5% | +66.0% | -18.2% |
| 6M | -2.5% | -81.2% | +78.7% | -2.9% |
| YTD | -49.7% | -86.8% | +37.2% | -48.8% |
| 1Y | -59.1% | -91.6% | +32.5% | -56.4% |
| All | -83.7% | -94.6% | +10.8% | -80.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling