-91.6%
AMIX vs AEE
+13.9%
-105.5%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.5% | -5.5% | -1.2% |
| 7D | -25.1% | +4.7% | -29.8% | -22.4% |
| 30D | -54.5% | +13.4% | -67.9% | -50.0% |
| 3M | -91.7% | +4.1% | -95.8% | -91.5% |
| 6M | -79.4% | +2.0% | -81.5% | -79.2% |
| YTD | -86.1% | +15.6% | -101.7% | -88.3% |
| 1Y | -91.6% | +14.1% | -105.7% | -92.4% |
| All | -91.6% | +13.9% | -105.5% | -92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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