+352.5%
AAOI vs AMIX
-81.0%
+433.5%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.1% | +5.2% |
| 7D | -0.7% | -13.7% | +13.1% | -0.1% |
| 30D | -17.9% | -62.1% | +44.2% | -14.9% |
| 3M | -48.0% | -46.2% | -1.8% | -45.8% |
| 6M | +5.8% | -46.4% | +52.3% | +8.2% |
| YTD | +202.7% | -60.3% | +263.0% | +224.1% |
| 1Y | +352.5% | -79.7% | +432.2% | +607.9% |
| All | +352.5% | -81.0% | +433.5% | +607.9% |
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