+576.0%
AAOI vs AMIX
-99.9%
+675.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | +4.7% | +1.6% | +3.1% | +4.6% |
| 30D | -18.7% | -50.8% | +32.1% | -16.8% |
| 3M | -33.7% | -46.3% | +12.5% | -38.5% |
| 6M | -2.4% | -49.9% | +47.4% | -9.5% |
| YTD | +209.6% | -60.4% | +270.0% | +188.9% |
| 1Y | +355.0% | -81.7% | +436.7% | +332.8% |
| All | +576.0% | -99.9% | +675.9% | +300.0% |
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 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