-84.0%
FIG vs AMIX
-94.6%
+10.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -5.6% | -11.1% | -16.6% |
| 7D | -17.4% | -25.5% | +8.1% | -16.9% |
| 30D | -15.9% | -56.2% | +40.3% | -14.4% |
| 3M | -34.5% | -87.4% | +52.9% | -31.7% |
| 6M | -5.0% | -80.9% | +75.9% | -5.6% |
| YTD | -50.7% | -86.8% | +36.2% | -49.8% |
| 1Y | -58.1% | -91.3% | +33.2% | -55.7% |
| All | -84.0% | -94.6% | +10.5% | -81.1% |
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 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