+7.5%
AEP vs AMIX
-89.3%
+96.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +4.9% |
| 3M | +4.9% | -80.1% | +84.9% | +4.8% |
| 6M | -0.3% | -74.8% | +74.5% | +1.3% |
| YTD | +14.3% | -84.0% | +98.3% | +17.6% |
| 1Y | +7.5% | -89.7% | +97.2% | +11.8% |
| All | +7.5% | -89.3% | +96.8% | +11.8% |
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