+25.0%
FLEX vs AMIX
-92.3%
+117.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -3.0% | -9.3% | -12.3% |
| 7D | -17.0% | -25.1% | +8.1% | -16.6% |
| 30D | -33.8% | -54.5% | +20.7% | -33.0% |
| 3M | -39.0% | -91.7% | +52.7% | -36.8% |
| 6M | -15.9% | -79.4% | +63.5% | -14.6% |
| YTD | +27.8% | -86.1% | +113.9% | +28.8% |
| 1Y | +25.0% | -91.6% | +116.5% | +25.3% |
| All | +25.0% | -92.3% | +117.3% | +25.3% |
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