+40.2%
AMC vs AR
+14.7%
+25.5%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -6.3% | +13.6% | +5.6% |
| 7D | +17.7% | -11.1% | +28.8% | +14.4% |
| 30D | +26.2% | +7.9% | +18.3% | +28.6% |
| 3M | +31.3% | +4.9% | +26.5% | +33.5% |
| 6M | +142.8% | -5.3% | +148.1% | +146.3% |
| YTD | +125.6% | +8.6% | +117.0% | +121.1% |
| 1Y | +40.2% | +13.7% | +26.6% | +36.6% |
| All | +40.2% | +14.7% | +25.5% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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