-99.9%
AMIX vs AEE
+76.2%
-176.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -16.0% | +2.1% | -18.1% | -15.8% |
| 30D | -55.4% | +11.4% | -66.8% | -54.9% |
| 3M | -87.5% | +5.0% | -92.5% | -87.4% |
| 6M | -81.2% | +4.4% | -85.6% | -81.4% |
| YTD | -86.8% | +15.4% | -102.2% | -87.5% |
| 1Y | -91.6% | +13.8% | -105.4% | -91.9% |
| All | -99.9% | +76.2% | -176.2% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling