-77.6%
AAOI vs AMIX
-80.2%
+2.6%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.1% | -6.7% | -5.6% |
| 7D | -0.5% | -9.9% | +9.4% | -0.4% |
| 30D | -42.1% | -52.8% | +10.6% | -40.4% |
| 3M | -61.6% | -80.0% | +18.4% | -59.2% |
| 6M | -77.6% | -80.2% | +2.6% | -73.0% |
| All | -77.6% | -80.2% | +2.6% | -73.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling