-84.9%
AMIX vs AAOX
-93.2%
+8.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -10.8% | +11.9% | +5.1% |
| 7D | -9.9% | -3.4% | -6.5% | -14.6% |
| 30D | -52.8% | -72.8% | +20.1% | -34.3% |
| 3M | -80.0% | -90.7% | +10.6% | -64.6% |
| 6M | -80.2% | -98.2% | +18.0% | -63.5% |
| All | -84.9% | -93.2% | +8.3% | -72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling