-12.1%
AAL vs AMIX
-99.9%
+87.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.2% | +1.3% |
| 7D | -3.7% | -13.7% | +10.0% | -3.6% |
| 30D | -20.8% | -62.1% | +41.3% | -20.1% |
| 3M | -1.3% | -46.2% | +44.9% | -2.7% |
| 6M | +5.4% | -46.4% | +51.8% | +3.7% |
| YTD | -14.4% | -60.3% | +45.9% | -15.4% |
| 1Y | +2.1% | -79.7% | +81.8% | +1.5% |
| All | -12.1% | -99.9% | +87.7% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling