+113.2%
FOXA vs AMIX
-100.0%
+213.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +8.9% |
| 6M | +7.6% | -81.2% | +88.8% | +7.2% |
| YTD | -7.9% | -86.8% | +78.9% | -8.2% |
| 1Y | +2.4% | -91.6% | +93.9% | +2.2% |
| All | +113.2% | -100.0% | +213.1% | +109.6% |
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