+189.5%
FLEX vs AMIX
-100.0%
+289.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -5.6% | -8.0% | -13.5% |
| 7D | -28.3% | -25.5% | -2.8% | -28.0% |
| 30D | -45.0% | -56.2% | +11.2% | -44.3% |
| 3M | -45.2% | -87.4% | +42.2% | -43.7% |
| 6M | -30.8% | -80.9% | +50.1% | -31.6% |
| YTD | +10.4% | -86.8% | +97.3% | +9.2% |
| 1Y | +2.3% | -91.3% | +93.6% | +1.3% |
| All | +189.5% | -100.0% | +289.5% | +196.6% |
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