+133.0%
AAPL vs AMC
-99.3%
+232.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.5% | -0.6% |
| 7D | -0.7% | +2.6% | -3.3% | -0.9% |
| 30D | +1.7% | +9.0% | -7.3% | +1.1% |
| 3M | +9.7% | +22.2% | -12.5% | +8.0% |
| 6M | +19.3% | +91.5% | -72.2% | +12.6% |
| YTD | +26.3% | +101.3% | -75.0% | +18.2% |
| 1Y | +27.4% | +20.8% | +6.6% | +23.2% |
| 3Y | +93.6% | -71.3% | +164.9% | +98.5% |
| All | +133.0% | -99.3% | +232.2% | +175.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling