+81.1%
AEP vs AMIX
-99.9%
+181.0%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.8% | -8.4% | +0.4% |
| 7D | -0.8% | +11.4% | -12.3% | -0.8% |
| 30D | +4.9% | -40.5% | +45.4% | +5.0% |
| 3M | +4.9% | -80.1% | +84.9% | +5.1% |
| 6M | -0.3% | -74.8% | +74.5% | 0.0% |
| YTD | +14.3% | -84.0% | +98.3% | +15.2% |
| 1Y | +7.5% | -89.7% | +97.2% | +8.7% |
| All | +81.1% | -99.9% | +181.0% | +89.6% |
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