+143.3%
AAPL vs AMC
-99.2%
+242.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.6% |
| 7D | +4.1% | +3.5% | +0.6% | +3.9% |
| 30D | +4.0% | +12.5% | -8.5% | +3.1% |
| 3M | +16.8% | +23.6% | -6.8% | +14.9% |
| 6M | +19.4% | +144.4% | -125.0% | +10.9% |
| YTD | +31.5% | +108.3% | -76.8% | +22.8% |
| 1Y | +31.0% | +38.9% | -7.9% | +25.5% |
| 3Y | +95.3% | -58.9% | +154.1% | +95.3% |
| All | +143.3% | -99.2% | +242.5% | +190.0% |
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