+40.2%
AMC vs CG
-14.1%
+54.3%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.5% | +2.8% | +5.2% |
| 7D | +17.7% | +9.4% | +8.3% | +13.1% |
| 30D | +26.2% | +8.7% | +17.4% | +21.3% |
| 3M | +31.3% | -15.0% | +46.3% | +41.9% |
| 6M | +142.8% | -13.2% | +156.0% | +161.3% |
| YTD | +125.6% | -26.2% | +151.8% | +157.3% |
| 1Y | +40.2% | -14.1% | +54.3% | +33.6% |
| All | +40.2% | -14.1% | +54.3% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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