+1,111.0%
AMAT vs AMC
-98.7%
+1,209.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -12.5% | -1.1% | -13.2% |
| 7D | -24.3% | 0.0% | -24.3% | -24.3% |
| 30D | -39.8% | +4.4% | -44.2% | -39.9% |
| 3M | -40.2% | +15.4% | -55.5% | -40.5% |
| 6M | -22.1% | +93.7% | -115.8% | -24.1% |
| YTD | +24.7% | +97.4% | -72.8% | +21.2% |
| 1Y | +33.3% | +23.2% | +10.1% | +31.2% |
| 3Y | +133.9% | -71.3% | +205.1% | +135.5% |
| 5Y | +117.1% | -99.3% | +216.3% | +129.5% |
| All | +1,111.0% | -98.7% | +1,209.8% | +1,069.9% |
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 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