-98.7%
AMC vs A
+319.7%
-418.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.2% | +1.2% |
| 7D | +2.6% | -0.1% | +2.7% | +2.8% |
| 30D | +9.0% | +3.4% | +5.7% | +7.7% |
| 3M | +22.2% | +23.8% | -1.7% | +12.3% |
| 6M | +91.5% | +49.0% | +42.5% | +61.0% |
| YTD | +101.3% | +29.4% | +71.9% | +79.8% |
| 1Y | +20.8% | +19.4% | +1.4% | +11.6% |
| 3Y | -71.3% | +66.2% | -137.5% | -77.6% |
| 5Y | -99.2% | +15.8% | -115.0% | -99.3% |
| All | -98.7% | +319.7% | -418.5% | -99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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