-99.8%
AMIX vs AEE
+65.1%
-164.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.1% | -2.0% | -1.9% |
| 7D | -13.7% | +0.3% | -14.1% | -13.7% |
| 30D | -62.1% | -2.3% | -59.8% | -62.1% |
| 3M | -46.2% | +0.2% | -46.4% | -47.6% |
| 6M | -46.4% | -4.7% | -41.7% | -47.0% |
| YTD | -60.3% | +8.1% | -68.4% | -62.7% |
| 1Y | -79.7% | +8.5% | -88.2% | -80.8% |
| All | -99.8% | +65.1% | -164.9% | -99.8% |
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