-71.9%
AMC vs ACWI
+70.4%
-142.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -3.8% | -8.7% | -7.2% |
| 7D | 0.0% | -4.0% | +4.0% | +6.4% |
| 30D | +4.4% | -5.8% | +10.2% | +14.1% |
| 3M | +15.4% | -5.0% | +20.4% | +24.9% |
| 6M | +93.7% | +0.7% | +93.0% | +95.8% |
| YTD | +97.4% | +8.4% | +89.0% | +83.7% |
| 1Y | +23.2% | +10.1% | +13.1% | +12.7% |
| All | -71.9% | +70.4% | -142.3% | -86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling