-97.5%
AMC vs AU
+865.8%
-963.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.6% | +7.3% | +1.6% |
| 7D | +5.5% | +15.3% | -9.8% | +6.1% |
| 30D | +16.1% | -0.3% | +16.4% | +16.0% |
| 3M | +43.0% | -2.9% | +45.9% | +42.9% |
| 6M | +130.7% | -10.7% | +141.4% | +129.8% |
| YTD | +121.8% | +14.0% | +107.8% | +124.6% |
| 1Y | +40.7% | +32.5% | +8.1% | +43.8% |
| 3Y | -56.8% | +557.9% | -614.7% | -50.7% |
| 5Y | -99.1% | +441.0% | -540.1% | -99.0% |
| 10Y | -98.7% | +816.9% | -915.6% | -98.5% |
| All | -97.5% | +865.8% | -963.2% | -96.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling