-99.5%
AMC vs BR
+9.8%
-109.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -1.8% |
| 7D | -0.8% | -5.9% | +5.2% | +3.1% |
| 30D | -1.2% | +1.9% | -3.1% | -2.8% |
| 3M | +42.2% | +14.7% | +27.6% | +27.4% |
| 6M | +118.8% | -12.8% | +131.6% | +137.7% |
| YTD | +64.1% | -23.0% | +87.1% | +93.7% |
| 1Y | -9.5% | -31.7% | +22.1% | +16.4% |
| 3Y | -64.3% | -4.8% | -59.6% | -66.8% |
| 5Y | -99.5% | +7.8% | -107.3% | -99.6% |
| All | -99.5% | +9.8% | -109.3% | -99.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling