+75.0%
AEP vs AMIX
-99.9%
+174.9%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.9% | +1.8% | -0.2% |
| 7D | +1.8% | -13.7% | +15.5% | +1.8% |
| 30D | -0.8% | -62.1% | +61.3% | -0.7% |
| 3M | -1.8% | -46.2% | +44.3% | -1.5% |
| 6M | -5.4% | -46.4% | +41.1% | -5.1% |
| YTD | +10.4% | -60.3% | +70.7% | +11.1% |
| 1Y | +18.2% | -79.7% | +97.8% | +19.5% |
| All | +75.0% | -99.9% | +174.9% | +83.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling