+569.3%
AMP vs AEE
+191.1%
+378.2%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.8% | +0.8% |
| 7D | -0.5% | -0.8% | +0.2% | -0.1% |
| 30D | -1.3% | -2.9% | +1.6% | +0.2% |
| 3M | +24.2% | -2.4% | +26.6% | +25.3% |
| 6M | +24.6% | -2.7% | +27.3% | +25.3% |
| YTD | +14.8% | +7.3% | +7.6% | +8.9% |
| 1Y | +12.8% | +7.5% | +5.2% | +6.5% |
| 3Y | +69.0% | +46.2% | +22.8% | +30.8% |
| 5Y | +124.9% | +39.7% | +85.2% | +75.9% |
| All | +569.3% | +191.1% | +378.2% | +406.2% |
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