-13.5%
AAL vs AMIX
-100.0%
+86.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -5.6% | +0.5% | -5.1% |
| 7D | +1.2% | -25.5% | +26.7% | +1.5% |
| 30D | -0.5% | -56.2% | +55.7% | +0.3% |
| 3M | -22.0% | -87.4% | +65.4% | -20.4% |
| 6M | +4.5% | -80.9% | +85.4% | +4.0% |
| YTD | -15.7% | -86.8% | +71.2% | -15.7% |
| 1Y | -3.7% | -91.3% | +87.7% | -3.5% |
| All | -13.5% | -100.0% | +86.5% | -7.3% |
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