+7,565.7%
AMD vs AEE
+182.7%
+7,382.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.1% | +4.6% | +4.7% |
| 7D | +2.6% | +0.3% | +2.2% | +2.5% |
| 30D | -0.9% | -2.3% | +1.3% | -0.3% |
| 3M | -8.7% | +0.2% | -8.9% | -9.3% |
| 6M | +136.3% | -4.7% | +141.1% | +137.9% |
| YTD | +123.0% | +8.1% | +114.9% | +115.5% |
| 1Y | +195.2% | +8.5% | +186.6% | +184.6% |
| 3Y | +336.3% | +48.9% | +287.4% | +271.6% |
| 5Y | +334.5% | +39.9% | +294.6% | +275.4% |
| All | +7,565.7% | +182.7% | +7,382.9% | +5,154.9% |
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