-98.8%
AMC vs ACWI
+219.2%
-317.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.8% | -8.7% | -7.3% |
| 7D | 0.0% | -4.0% | +4.0% | +6.3% |
| 30D | +4.4% | -5.8% | +10.2% | +14.1% |
| 3M | +15.4% | -5.0% | +20.4% | +25.0% |
| 6M | +93.7% | +0.7% | +93.0% | +94.9% |
| YTD | +97.4% | +8.4% | +89.0% | +81.1% |
| 1Y | +23.2% | +10.1% | +13.1% | +10.9% |
| 3Y | -71.3% | +70.8% | -142.0% | -85.8% |
| 5Y | -99.3% | +55.4% | -154.6% | -99.6% |
| All | -98.8% | +219.2% | -317.9% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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