+8.6%
FOXA vs AMIX
-81.0%
+89.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -3.4% |
| 7D | -4.0% | -13.7% | +9.8% | -3.9% |
| 30D | +12.0% | -62.1% | +74.0% | +12.2% |
| 3M | +0.3% | -46.2% | +46.4% | -0.8% |
| 6M | +12.5% | -46.4% | +58.9% | +11.3% |
| YTD | -9.6% | -60.3% | +50.6% | -10.6% |
| 1Y | +8.6% | -79.7% | +88.3% | +8.5% |
| All | +8.6% | -81.0% | +89.6% | +8.5% |
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