+234.5%
ALNY vs AMC
-99.0%
+333.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.1% | 0.0% | -4.0% |
| 7D | -6.4% | -7.1% | +0.7% | -6.4% |
| 30D | +11.9% | -1.7% | +13.6% | +11.9% |
| 3M | -15.0% | +13.5% | -28.5% | -15.1% |
| 6M | -23.2% | +112.6% | -135.8% | -23.7% |
| YTD | -37.8% | +51.3% | -89.0% | -38.0% |
| 1Y | -47.3% | -14.5% | -32.8% | -47.3% |
| 3Y | +22.9% | -67.1% | +90.0% | +22.8% |
| 5Y | +30.6% | -99.5% | +130.1% | +30.5% |
| All | +234.5% | -99.0% | +333.5% | +289.3% |
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