+1,237.1%
AAPL vs AMC
-99.0%
+1,336.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | -0.2% |
| 7D | -3.0% | -6.8% | +3.9% | -2.8% |
| 30D | +2.3% | +1.7% | +0.6% | +2.2% |
| 3M | +8.6% | +26.8% | -18.2% | +7.6% |
| 6M | +21.6% | +117.7% | -96.1% | +18.4% |
| YTD | +16.3% | +57.7% | -41.4% | +14.1% |
| 1Y | +35.1% | -12.5% | +47.5% | +34.4% |
| 3Y | +79.4% | -65.7% | +145.1% | +79.6% |
| 5Y | +109.8% | -99.5% | +209.3% | +121.6% |
| 10Y | +1,237.1% | -99.0% | +1,336.0% | +1,169.4% |
| All | +1,237.1% | -99.0% | +1,336.0% | +1,169.4% |
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