+2.4%
FOXA vs AMIX
-91.4%
+93.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +5.4% | -16.0% | +21.4% | +5.4% |
| 30D | +6.3% | -55.4% | +61.7% | +6.5% |
| 3M | +8.3% | -87.5% | +95.8% | +8.8% |
| 6M | +7.6% | -81.2% | +88.8% | +6.5% |
| YTD | -7.9% | -86.8% | +78.9% | -9.0% |
| 1Y | +2.4% | -91.6% | +93.9% | +1.0% |
| All | +2.4% | -91.4% | +93.7% | +1.0% |
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