+662.4%
FIX vs AMIX
-99.9%
+762.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.9% | +3.8% | +1.9% |
| 7D | +6.0% | -13.7% | +19.8% | +6.1% |
| 30D | -7.2% | -62.1% | +54.8% | -6.8% |
| 3M | -15.9% | -46.2% | +30.3% | -15.3% |
| 6M | +12.7% | -46.4% | +59.2% | +13.1% |
| YTD | +72.8% | -60.3% | +133.1% | +74.8% |
| 1Y | +122.9% | -79.7% | +202.6% | +128.9% |
| All | +662.4% | -99.9% | +762.2% | +876.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling