-65.1%
AMC vs AU
+599.6%
-664.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.3% |
| 7D | -0.8% | -0.3% | -0.5% | -0.8% |
| 30D | -1.2% | +12.8% | -13.9% | -2.3% |
| 3M | +42.2% | +28.5% | +13.8% | +38.9% |
| 6M | +118.8% | +4.8% | +114.0% | +116.5% |
| YTD | +64.1% | +31.0% | +33.1% | +59.4% |
| 1Y | -9.5% | +81.4% | -91.0% | -14.6% |
| All | -65.1% | +599.6% | -664.7% | -74.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling