+273.1%
AEM vs AMIX
-100.0%
+373.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -8.4% | +4.4% | -4.0% |
| 7D | -5.6% | -10.9% | +5.2% | -5.6% |
| 30D | -3.9% | -55.0% | +51.1% | -3.8% |
| 3M | -3.4% | -82.0% | +78.6% | -3.2% |
| 6M | -9.0% | -80.4% | +71.4% | -9.9% |
| YTD | +5.9% | -88.3% | +94.2% | +4.5% |
| 1Y | +4.0% | -92.4% | +96.4% | +2.5% |
| All | +273.1% | -100.0% | +373.1% | +295.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling