-98.8%
AMC vs A
+300.7%
-399.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.4% |
| 7D | +8.4% | +0.7% | +7.7% | +8.2% |
| 30D | +9.2% | +0.8% | +8.3% | +9.0% |
| 3M | +32.0% | +16.9% | +15.1% | +24.4% |
| 6M | +149.3% | +53.8% | +95.5% | +106.8% |
| YTD | +114.1% | +28.1% | +86.0% | +92.2% |
| 1Y | +35.8% | +15.0% | +20.7% | +27.4% |
| 3Y | -58.3% | +63.1% | -121.4% | -67.2% |
| 5Y | -99.2% | +11.5% | -110.6% | -99.2% |
| All | -98.8% | +300.7% | -399.4% | -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