-2.6%
AMC vs AU
+100.5%
-103.0%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.3% | +6.7% | +4.6% |
| 7D | +2.3% | -3.6% | +6.0% | +2.7% |
| 30D | -0.7% | +23.9% | -24.6% | -2.9% |
| 3M | +35.2% | +19.1% | +16.1% | +33.3% |
| 6M | +124.6% | -0.2% | +124.7% | +120.3% |
| YTD | +69.9% | +32.5% | +37.4% | +65.6% |
| 1Y | -2.6% | +96.9% | -99.5% | -18.6% |
| All | -2.6% | +100.5% | -103.0% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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