+356.8%
FIX vs AMIX
-100.0%
+456.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -5.6% | -6.0% | -11.5% |
| 7D | -27.2% | -25.5% | -1.8% | -27.1% |
| 30D | -46.9% | -56.2% | +9.3% | -46.7% |
| 3M | -44.4% | -87.4% | +43.0% | -43.8% |
| 6M | -50.9% | -80.9% | +30.0% | -50.5% |
| YTD | +3.5% | -86.8% | +90.4% | +5.4% |
| 1Y | -2.1% | -91.3% | +89.2% | +0.4% |
| All | +356.8% | -100.0% | +456.8% | +489.0% |
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