+40.7%
AMC vs A
+21.4%
+19.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -0.9% |
| 7D | -2.8% | -0.1% | -2.7% | -2.5% |
| 30D | +14.0% | +3.3% | +10.7% | +12.3% |
| 3M | +42.5% | +18.5% | +24.0% | +32.1% |
| 6M | +142.6% | +59.3% | +83.3% | +87.7% |
| YTD | +119.2% | +31.0% | +88.2% | +99.0% |
| 1Y | +40.7% | +19.3% | +21.4% | +37.9% |
| All | +40.7% | +21.4% | +19.4% | +37.9% |
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