+319.9%
AEM vs AMIX
-99.9%
+419.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +11.8% | -7.0% | +4.8% |
| 7D | +17.8% | +1.2% | +16.6% | +17.8% |
| 30D | +6.2% | -45.3% | +51.6% | +6.3% |
| 3M | +12.5% | -83.1% | +95.6% | +12.8% |
| 6M | +4.4% | -76.9% | +81.3% | +3.3% |
| YTD | +19.2% | -85.3% | +104.5% | +17.6% |
| 1Y | +25.5% | -89.8% | +115.3% | +23.7% |
| All | +319.9% | -99.9% | +419.9% | +345.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling