+109.4%
AAPL vs AMC
-99.4%
+208.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.3% | -6.8% | -2.8% |
| 7D | +0.1% | +2.3% | -2.2% | -0.1% |
| 30D | +3.0% | -0.7% | +3.7% | +2.9% |
| 3M | +2.9% | +35.2% | -32.3% | -0.1% |
| 6M | +22.1% | +124.6% | -102.5% | +13.9% |
| YTD | +18.0% | +69.9% | -51.9% | +11.9% |
| 1Y | +33.9% | -2.6% | +36.5% | +31.4% |
| 3Y | +71.2% | -79.8% | +150.9% | +78.3% |
| All | +109.4% | -99.4% | +208.8% | +152.9% |
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