+18.7%
AEM vs AMIX
-92.3%
+111.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -3.0% | +12.7% | +9.7% |
| 7D | +0.2% | -25.1% | +25.3% | +0.3% |
| 30D | +0.1% | -54.5% | +54.6% | +0.4% |
| 3M | +22.1% | -91.7% | +113.8% | +23.2% |
| 6M | +2.4% | -79.4% | +81.9% | +2.9% |
| YTD | +8.9% | -86.1% | +95.0% | +9.8% |
| 1Y | +18.7% | -91.6% | +110.3% | +19.8% |
| All | +18.7% | -92.3% | +111.0% | +19.8% |
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