-91.6%
AMIX vs AEIS
-12.7%
-78.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.1% | -6.1% | -9.4% |
| 7D | -16.0% | -11.3% | -4.7% | -5.5% |
| 30D | -55.4% | -32.6% | -22.8% | -23.4% |
| 3M | -87.5% | -39.2% | -48.4% | -77.6% |
| 6M | -81.2% | -45.4% | -35.8% | -61.4% |
| YTD | -86.8% | -5.8% | -81.0% | -74.4% |
| 1Y | -91.6% | -10.0% | -81.6% | -83.5% |
| All | -91.6% | -12.7% | -78.9% | -83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling