+7.7%
AAL vs AMIX
-92.3%
+100.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -3.0% | +9.3% | +6.3% |
| 7D | +8.3% | -25.1% | +33.5% | +8.6% |
| 30D | +6.2% | -54.5% | +60.8% | +7.0% |
| 3M | -17.7% | -91.7% | +74.1% | -16.1% |
| 6M | +15.4% | -79.4% | +94.9% | +18.3% |
| YTD | -11.1% | -86.1% | +75.0% | -10.0% |
| 1Y | +7.7% | -91.6% | +99.3% | +7.6% |
| All | +7.7% | -92.3% | +100.1% | +7.6% |
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 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