-98.1%
AMC vs AU
+1,022.4%
-1,120.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.3% | +6.7% | +4.2% |
| 7D | +2.3% | -3.6% | +6.0% | +2.2% |
| 30D | -0.7% | +23.9% | -24.6% | +0.2% |
| 3M | +35.2% | +19.1% | +16.1% | +36.4% |
| 6M | +124.6% | -0.2% | +124.7% | +124.5% |
| YTD | +69.9% | +32.5% | +37.4% | +73.1% |
| 1Y | -2.6% | +96.9% | -99.5% | +1.8% |
| 3Y | -79.8% | +614.7% | -694.5% | -76.9% |
| 5Y | -99.4% | +647.7% | -747.1% | -99.3% |
| 10Y | -98.9% | +679.2% | -778.1% | -98.7% |
| All | -98.1% | +1,022.4% | -1,120.4% | -97.6% |
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 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