+6.5%
FIX vs AMIX
-91.4%
+97.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -17.5% | -16.0% | -1.4% | -17.5% |
| 30D | -41.6% | -55.4% | +13.9% | -41.6% |
| 3M | -40.6% | -87.5% | +46.9% | -40.7% |
| 6M | -49.4% | -81.2% | +31.8% | -46.7% |
| YTD | +9.2% | -86.8% | +96.0% | +15.5% |
| 1Y | +6.5% | -91.6% | +98.0% | +13.7% |
| All | +6.5% | -91.4% | +97.8% | +13.7% |
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