-99.9%
AMIX vs AEE
+76.9%
-176.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.4% | -19.6% | -20.0% |
| 7D | -8.1% | +0.2% | -8.3% | -8.1% |
| 30D | -52.3% | +9.7% | -62.0% | -51.8% |
| 3M | -83.8% | +5.8% | -89.6% | -83.7% |
| 6M | -79.0% | +4.5% | -83.4% | -79.2% |
| YTD | -87.2% | +15.8% | -103.0% | -87.9% |
| 1Y | -91.7% | +10.8% | -102.5% | -92.0% |
| All | -99.9% | +76.9% | -176.8% | -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