+338.7%
AEM vs AMP
+66.7%
+272.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +25.0% |
| 6M | -9.7% | +24.6% | -34.2% | -11.3% |
| YTD | +19.0% | +14.8% | +4.1% | +17.0% |
| 1Y | +31.5% | +12.8% | +18.7% | +29.4% |
| 3Y | +338.7% | +69.0% | +269.7% | +291.2% |
| All | +338.7% | +66.7% | +272.0% | +291.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling