+8.1%
FPS vs AMIX
-40.6%
+48.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +2.5% |
| 7D | +3.1% | -13.7% | +16.8% | +3.4% |
| 30D | -18.6% | -62.1% | +43.5% | -17.3% |
| 3M | -51.5% | -46.2% | -5.3% | -46.0% |
| 6M | -8.5% | -46.4% | +37.9% | -3.0% |
| All | +8.1% | -40.6% | +48.7% | +11.2% |
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