-99.9%
AMIX vs AEE
+79.2%
-179.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +1.2% |
| 7D | -9.9% | +1.7% | -11.6% | -9.7% |
| 30D | -52.8% | +9.7% | -62.5% | -52.3% |
| 3M | -80.0% | +5.9% | -86.0% | -79.9% |
| 6M | -80.2% | +6.7% | -86.9% | -80.5% |
| YTD | -88.1% | +17.4% | -105.5% | -88.8% |
| 1Y | -91.1% | +12.7% | -103.7% | -91.3% |
| All | -99.9% | +79.2% | -179.2% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling