+2,155.8%
AMP vs AEE
+339.2%
+1,816.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +1.2% |
| 7D | -2.0% | -0.7% | -1.4% | -1.6% |
| 30D | -1.7% | -2.0% | +0.3% | -0.3% |
| 3M | +23.2% | -2.8% | +26.0% | +25.1% |
| 6M | +22.2% | -3.6% | +25.7% | +23.9% |
| YTD | +14.0% | +7.3% | +6.7% | +6.0% |
| 1Y | +14.0% | +8.7% | +5.3% | +4.5% |
| 3Y | +67.0% | +46.0% | +21.0% | +17.4% |
| 5Y | +123.2% | +39.8% | +83.4% | +57.9% |
| 10Y | +578.5% | +191.4% | +387.1% | +139.0% |
| All | +2,155.8% | +339.2% | +1,816.5% | +331.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling