-99.8%
AMIX vs AON
+9.2%
-109.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -2.0% |
| 7D | -13.7% | -9.1% | -4.6% | -13.9% |
| 30D | -62.1% | -10.2% | -51.8% | -62.2% |
| 3M | -46.2% | +0.5% | -46.7% | -46.8% |
| 6M | -46.4% | -4.8% | -41.6% | -47.0% |
| YTD | -60.3% | -8.0% | -52.3% | -60.9% |
| 1Y | -79.7% | -13.1% | -66.6% | -80.2% |
| All | -99.8% | +9.2% | -109.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling