+40.2%
AMC vs AGI
-1.1%
+41.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +10.8% | -3.5% | +5.4% |
| 7D | +17.7% | -5.3% | +23.0% | +18.4% |
| 30D | +26.2% | -7.1% | +33.3% | +27.3% |
| 3M | +31.3% | +4.4% | +26.9% | +29.8% |
| 6M | +142.8% | -23.0% | +165.8% | +153.0% |
| YTD | +125.6% | -22.0% | +147.6% | +129.4% |
| 1Y | +40.2% | +0.3% | +40.0% | +27.9% |
| All | +40.2% | -1.1% | +41.3% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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