-99.9%
AMIX vs AEE
+77.3%
-177.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +0.2% | -8.7% | -8.4% |
| 7D | -10.9% | +0.6% | -11.5% | -10.8% |
| 30D | -55.0% | +8.8% | -63.8% | -54.6% |
| 3M | -82.0% | +5.1% | -87.1% | -81.9% |
| 6M | -80.4% | +5.2% | -85.6% | -80.7% |
| YTD | -88.3% | +16.1% | -104.3% | -88.9% |
| 1Y | -92.4% | +10.4% | -102.8% | -92.6% |
| All | -99.9% | +77.3% | -177.2% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling