+66.3%
AA vs AMC
-98.7%
+165.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.9% | +1.0% | +2.8% |
| 7D | +0.9% | +2.6% | -1.7% | +0.7% |
| 30D | -6.7% | +9.0% | -15.7% | -7.2% |
| 3M | -16.3% | +22.2% | -38.5% | -17.7% |
| 6M | -37.1% | +91.5% | -128.6% | -40.6% |
| YTD | -25.0% | +101.3% | -126.3% | -29.8% |
| 1Y | +8.6% | +20.8% | -12.2% | +4.9% |
| 3Y | +57.2% | -71.3% | +128.6% | +60.4% |
| 5Y | -13.0% | -99.2% | +86.2% | +1.2% |
| All | +66.3% | -98.7% | +165.1% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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