+38.2%
AMC vs AEE
+12.7%
+25.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.0% | +7.2% | +8.3% |
| 7D | +6.6% | +2.3% | +4.2% | +6.7% |
| 30D | +14.1% | +11.6% | +2.5% | +15.9% |
| 3M | +31.3% | +5.5% | +25.8% | +31.8% |
| 6M | +126.7% | +6.0% | +120.6% | +132.7% |
| YTD | +117.9% | +16.6% | +101.4% | +112.7% |
| All | +38.2% | +12.7% | +25.5% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling