-99.0%
AMC vs AU
+684.1%
-783.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.6% | -4.6% | -3.9% |
| 7D | -6.8% | +0.6% | -7.5% | -6.8% |
| 30D | +1.7% | +12.3% | -10.6% | +2.5% |
| 3M | +26.8% | +29.4% | -2.5% | +29.5% |
| 6M | +117.7% | +3.2% | +114.5% | +118.3% |
| YTD | +57.7% | +31.8% | +25.9% | +62.5% |
| 1Y | -12.5% | +83.4% | -95.9% | -6.5% |
| 3Y | -65.7% | +623.1% | -688.8% | -56.9% |
| 5Y | -99.5% | +700.5% | -800.0% | -99.3% |
| 10Y | -99.0% | +717.6% | -816.5% | -98.6% |
| All | -99.0% | +684.1% | -783.0% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling