+10.8%
AEP vs AMIX
-92.3%
+103.1%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | -0.5% |
| 7D | +0.8% | -25.1% | +25.9% | +0.8% |
| 30D | +7.9% | -54.5% | +62.5% | +7.9% |
| 3M | +1.5% | -91.7% | +93.2% | +1.4% |
| 6M | -2.6% | -79.4% | +76.9% | -0.9% |
| YTD | +14.7% | -86.1% | +100.7% | +18.0% |
| 1Y | +10.8% | -91.6% | +102.3% | +15.5% |
| All | +10.8% | -92.3% | +103.1% | +15.5% |
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