+40.2%
AMC vs BR
-14.2%
+54.5%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.0% | +4.3% | +6.2% |
| 7D | +17.7% | +7.0% | +10.8% | +15.0% |
| 30D | +26.2% | +19.0% | +7.2% | +18.5% |
| 3M | +31.3% | +13.1% | +18.3% | +25.2% |
| 6M | +142.8% | +24.6% | +118.1% | +121.9% |
| YTD | +125.6% | -13.6% | +139.2% | +99.8% |
| 1Y | +40.2% | -13.1% | +53.4% | +25.4% |
| All | +40.2% | -14.2% | +54.5% | +25.4% |
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