+22.8%
FLEX vs AMIX
-90.1%
+113.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +11.8% | +0.2% | +11.8% |
| 7D | -7.2% | +1.2% | -8.4% | -7.2% |
| 30D | -34.8% | -45.3% | +10.6% | -34.1% |
| 3M | -35.6% | -83.1% | +47.5% | -33.8% |
| 6M | -45.0% | -76.9% | +31.9% | -44.1% |
| YTD | +29.4% | -85.3% | +114.7% | +30.8% |
| All | +22.8% | -90.1% | +113.0% | +24.0% |
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 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