+230.1%
FLEX vs AMIX
-99.9%
+330.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +8.8% | -11.5% | -2.8% |
| 7D | -13.6% | +11.4% | -25.1% | -13.8% |
| 30D | -36.5% | -40.5% | +4.0% | -36.0% |
| 3M | -36.4% | -80.1% | +43.7% | -35.1% |
| 6M | -46.5% | -74.8% | +28.4% | -47.3% |
| YTD | +25.9% | -84.0% | +109.9% | +24.1% |
| 1Y | +19.6% | -89.7% | +109.3% | +18.1% |
| All | +230.1% | -99.9% | +330.1% | +237.1% |
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