-98.9%
AMC vs AEE
+185.4%
-284.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.0% | -4.4% | -3.7% |
| 7D | -0.8% | +1.3% | -2.1% | -1.3% |
| 30D | -1.2% | -1.2% | +0.1% | -0.7% |
| 3M | +42.2% | +1.0% | +41.2% | +41.3% |
| 6M | +118.8% | -2.3% | +121.1% | +119.2% |
| YTD | +64.1% | +9.1% | +55.0% | +57.3% |
| 1Y | -9.5% | +10.6% | -20.1% | -14.0% |
| 3Y | -64.3% | +48.5% | -112.8% | -70.3% |
| 5Y | -99.5% | +39.9% | -139.3% | -99.5% |
| 10Y | -98.9% | +185.7% | -284.6% | -99.1% |
| All | -98.9% | +185.4% | -284.4% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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