+644.3%
AAMI price history and return analytics
+236.1%
+408.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | +0.2% |
| 7D | +4.4% | +2.4% | +2.1% | +1.3% |
| 30D | +4.3% | -1.5% | +5.8% | +6.2% |
| 3M | +2.1% | -4.1% | +6.2% | +7.8% |
| 6M | +35.6% | +0.6% | +35.0% | +34.5% |
| YTD | +103.0% | +11.0% | +91.9% | +77.1% |
| 1Y | +120.6% | +13.3% | +107.3% | +87.4% |
| 3Y | +494.8% | +73.4% | +421.5% | +186.9% |
| 5Y | +212.2% | +57.4% | +154.8% | +72.9% |
| 10Y | +647.0% | +221.7% | +425.3% | +74.9% |
| All | +644.3% | +236.1% | +408.3% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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