-99.8%
AMIX vs AON
+3.0%
-102.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | -0.3% |
| 7D | +1.6% | -7.9% | +9.5% | +1.4% |
| 30D | -50.8% | -14.6% | -36.2% | -51.0% |
| 3M | -46.3% | -7.9% | -38.4% | -46.8% |
| 6M | -49.9% | -8.0% | -41.9% | -50.5% |
| YTD | -60.4% | -13.2% | -47.2% | -61.2% |
| 1Y | -81.7% | -16.4% | -65.3% | -82.1% |
| All | -99.8% | +3.0% | -102.8% | -99.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling