+203.2%
AEP vs AMC
-98.7%
+301.9%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.4% |
| 7D | -0.8% | +5.5% | -6.3% | -0.8% |
| 30D | +4.9% | +16.1% | -11.2% | +4.8% |
| 3M | +4.9% | +43.0% | -38.1% | +4.8% |
| 6M | -0.3% | +130.7% | -130.9% | -0.6% |
| YTD | +14.3% | +121.8% | -107.5% | +13.9% |
| 1Y | +7.5% | +40.7% | -33.1% | +7.3% |
| 3Y | +82.6% | -56.8% | +139.5% | +82.6% |
| 5Y | +81.5% | -99.1% | +180.6% | +82.7% |
| 10Y | +203.2% | -98.7% | +301.8% | +188.0% |
| All | +203.2% | -98.7% | +301.9% | +188.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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