-99.9%
AMIX vs AEIS
+113.1%
-213.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.1% | +7.7% | +7.8% |
| 7D | +11.4% | -6.9% | +18.3% | +17.1% |
| 30D | -40.5% | -23.2% | -17.3% | -26.7% |
| 3M | -80.1% | -29.5% | -50.6% | -74.7% |
| 6M | -74.8% | -37.9% | -36.9% | -64.4% |
| YTD | -84.0% | +6.0% | -90.0% | -79.3% |
| 1Y | -89.7% | +1.2% | -90.9% | -86.6% |
| All | -99.9% | +113.1% | -213.0% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling