+153.7%
ACN vs AMC
-98.7%
+252.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.1% | +1.6% |
| 7D | +1.6% | +5.5% | -3.9% | +1.4% |
| 30D | +24.6% | +16.1% | +8.5% | +24.2% |
| 3M | +46.2% | +43.0% | +3.2% | +44.9% |
| 6M | +46.2% | +130.7% | -84.5% | +42.9% |
| YTD | -0.9% | +121.8% | -122.7% | -3.2% |
| 1Y | +8.8% | +40.7% | -31.9% | +7.1% |
| 3Y | -14.3% | -56.8% | +42.5% | -14.7% |
| 5Y | -22.6% | -99.1% | +76.5% | -20.1% |
| 10Y | +153.7% | -98.7% | +252.4% | +126.5% |
| All | +153.7% | -98.7% | +252.4% | +126.5% |
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