-91.6%
AMIX vs AON
+2.1%
-93.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.4% | -7.4% | -3.1% |
| 7D | -25.1% | +9.4% | -34.6% | -25.4% |
| 30D | -54.5% | +27.0% | -81.5% | -55.2% |
| 3M | -91.7% | -3.1% | -88.6% | -91.6% |
| 6M | -79.4% | +10.0% | -89.4% | -80.5% |
| YTD | -86.1% | -1.6% | -84.5% | -86.1% |
| 1Y | -91.6% | +0.9% | -92.4% | -91.6% |
| All | -91.6% | +2.1% | -93.7% | -91.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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