+80.3%
AEIS vs AMP
+14.8%
+65.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.8% |
| 7D | +2.3% | -0.5% | +2.8% | +2.4% |
| 30D | -14.8% | -1.3% | -13.5% | -14.7% |
| 3M | -15.6% | +24.2% | -39.8% | -20.3% |
| 6M | -8.7% | +24.6% | -33.3% | -14.5% |
| YTD | +37.3% | +14.8% | +22.5% | +28.9% |
| 1Y | +80.3% | +12.8% | +67.6% | +67.2% |
| All | +80.3% | +14.8% | +65.6% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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