+598.7%
AAOI vs AMIX
-99.9%
+698.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.2% | +5.9% | +5.7% |
| 7D | +7.9% | -3.4% | +11.3% | +8.0% |
| 30D | -17.8% | -54.4% | +36.6% | -15.5% |
| 3M | -43.3% | -45.7% | +2.5% | -47.3% |
| 6M | +16.7% | -49.2% | +65.9% | +8.2% |
| YTD | +220.0% | -60.3% | +280.3% | +198.6% |
| 1Y | +372.1% | -81.4% | +453.4% | +348.9% |
| All | +598.7% | -99.9% | +698.6% | +313.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling