+355.1%
AEM vs AMP
+589.3%
-234.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.1% | +1.8% |
| 7D | -2.1% | -0.5% | -1.6% | -2.1% |
| 30D | +8.4% | -1.3% | +9.8% | +8.5% |
| 3M | +27.3% | +24.2% | +3.1% | +25.9% |
| 6M | -9.7% | +24.6% | -34.2% | -10.7% |
| YTD | +19.0% | +14.8% | +4.1% | +17.9% |
| 1Y | +31.5% | +12.8% | +18.7% | +30.4% |
| 3Y | +338.7% | +69.0% | +269.7% | +324.1% |
| 5Y | +307.4% | +124.9% | +182.6% | +288.6% |
| All | +355.1% | +589.3% | -234.2% | +359.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling