-5.0%
FIG vs AMIX
-79.8%
+74.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -5.6% | -11.1% | -16.6% |
| 7D | -17.4% | -25.5% | +8.1% | -17.0% |
| 30D | -15.9% | -56.2% | +40.3% | -14.7% |
| 3M | -34.5% | -87.4% | +52.9% | -32.3% |
| 6M | -5.0% | -80.9% | +75.9% | -15.2% |
| All | -5.0% | -79.8% | +74.7% | -15.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling