+1,249.0%
AAPL vs AMC
-98.7%
+1,347.8%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -0.6% |
| 7D | -0.7% | +2.6% | -3.3% | -0.7% |
| 30D | +1.7% | +9.0% | -7.3% | +1.4% |
| 3M | +9.7% | +22.2% | -12.5% | +9.0% |
| 6M | +19.3% | +91.5% | -72.2% | +16.6% |
| YTD | +26.3% | +101.3% | -75.0% | +23.1% |
| 1Y | +27.4% | +20.8% | +6.6% | +25.7% |
| 3Y | +93.6% | -71.3% | +164.9% | +94.5% |
| 5Y | +131.7% | -99.2% | +230.9% | +142.5% |
| All | +1,249.0% | -98.7% | +1,347.8% | +1,166.8% |
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