+40.2%
AMC vs AEIS
+6.2%
+34.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -11.1% | +18.5% | +7.4% |
| 7D | +17.7% | -12.7% | +30.4% | +17.8% |
| 30D | +26.2% | -28.8% | +55.0% | +26.4% |
| 3M | +31.3% | -38.0% | +69.4% | +31.7% |
| 6M | +142.8% | -45.3% | +188.1% | +149.7% |
| YTD | +125.6% | +1.1% | +124.5% | +91.0% |
| 1Y | +40.2% | +8.6% | +31.6% | +16.7% |
| All | +40.2% | +6.2% | +34.0% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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