+423.6%
FIX vs AMIX
-99.9%
+523.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.8% | -9.5% | -0.7% |
| 7D | -13.9% | +11.4% | -25.4% | -14.0% |
| 30D | -35.5% | -40.5% | +5.0% | -35.4% |
| 3M | -33.9% | -80.1% | +46.2% | -33.4% |
| 6M | -43.3% | -74.8% | +31.5% | -43.0% |
| YTD | +18.7% | -84.0% | +102.7% | +20.6% |
| 1Y | +13.8% | -89.7% | +103.5% | +16.7% |
| All | +423.6% | -99.9% | +523.5% | +574.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling