-98.8%
AMC vs A
+302.9%
-401.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.9% |
| 7D | +3.5% | -0.5% | +4.0% | +3.8% |
| 30D | +12.5% | 0.0% | +12.5% | +12.7% |
| 3M | +23.6% | +16.7% | +6.9% | +16.5% |
| 6M | +144.4% | +54.8% | +89.5% | +102.2% |
| YTD | +108.3% | +28.8% | +79.5% | +86.6% |
| 1Y | +38.9% | +19.3% | +19.6% | +28.3% |
| 3Y | -58.9% | +65.5% | -124.4% | -67.9% |
| 5Y | -99.2% | +12.1% | -111.3% | -99.3% |
| All | -98.8% | +302.9% | -401.6% | -99.3% |
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