+124.6%
AMC vs AU
-3.0%
+127.6%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.3% | +6.7% | +4.8% |
| 7D | +2.3% | -3.6% | +6.0% | +3.1% |
| 30D | -0.7% | +23.9% | -24.6% | -5.7% |
| 3M | +35.2% | +19.1% | +16.1% | +31.5% |
| 6M | +124.6% | -0.2% | +124.7% | +126.8% |
| All | +124.6% | -3.0% | +127.6% | +126.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling