-11.8%
AAL vs AMIX
-100.0%
+88.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.1% |
| 7D | -0.1% | -9.9% | +9.8% | 0.0% |
| 30D | +11.7% | -52.8% | +64.5% | +12.6% |
| 3M | -12.5% | -80.0% | +67.5% | -11.1% |
| 6M | +3.6% | -80.2% | +83.9% | +2.9% |
| YTD | -14.1% | -88.1% | +74.0% | -14.1% |
| 1Y | +0.8% | -91.1% | +91.8% | +0.8% |
| All | -11.8% | -100.0% | +88.1% | -5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling