-99.9%
AMIX vs AON
+14.7%
-114.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.5% | -0.4% | +1.2% |
| 7D | -9.9% | +1.0% | -10.9% | -9.8% |
| 30D | -52.8% | +23.2% | -75.9% | -52.5% |
| 3M | -80.0% | -5.0% | -75.0% | -80.0% |
| 6M | -80.2% | +9.3% | -89.6% | -80.5% |
| YTD | -88.1% | -3.4% | -84.7% | -88.3% |
| 1Y | -91.1% | -2.9% | -88.2% | -91.2% |
| All | -99.9% | +14.7% | -114.6% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling