+35.8%
AMC vs A
+16.3%
+19.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.1% |
| 7D | +8.4% | +0.7% | +7.7% | +8.1% |
| 30D | +9.2% | +0.8% | +8.3% | +9.0% |
| 3M | +32.0% | +16.9% | +15.1% | +23.6% |
| 6M | +149.3% | +53.8% | +95.5% | +97.8% |
| YTD | +114.1% | +28.1% | +86.0% | +96.8% |
| 1Y | +35.8% | +15.0% | +20.7% | +36.1% |
| All | +35.8% | +16.3% | +19.5% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling