-2.6%
AMC vs BR
-29.1%
+26.5%
-69.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.4% | +7.7% | +5.5% |
| 7D | +2.3% | -5.3% | +7.6% | +4.3% |
| 30D | -0.7% | +6.4% | -7.2% | -3.3% |
| 3M | +35.2% | +13.6% | +21.6% | +27.9% |
| 6M | +124.6% | -6.7% | +131.3% | +115.6% |
| YTD | +69.9% | -21.1% | +91.0% | +60.2% |
| 1Y | -2.6% | -29.6% | +27.0% | -3.2% |
| All | -2.6% | -29.1% | +26.5% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling