-83.3%
AMIX vs AAOX
-93.0%
+9.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.6% | -12.6% | -4.9% |
| 7D | -16.0% | -52.9% | +36.9% | +5.8% |
| 30D | -55.4% | -86.9% | +31.5% | -13.3% |
| 3M | -87.5% | -89.6% | +2.1% | -78.3% |
| 6M | -81.2% | -97.3% | +16.1% | -63.3% |
| All | -83.3% | -93.0% | +9.7% | -67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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