+38.9%
AMC vs CG
-25.8%
+64.7%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.2% |
| 7D | +3.5% | +0.2% | +3.3% | +3.4% |
| 30D | +12.5% | +11.2% | +1.3% | +8.0% |
| 3M | +23.6% | -22.1% | +45.7% | +39.9% |
| 6M | +144.4% | -17.9% | +162.3% | +170.5% |
| YTD | +108.3% | -31.3% | +139.6% | +146.7% |
| 1Y | +38.9% | -24.0% | +62.9% | +54.4% |
| All | +38.9% | -25.8% | +64.7% | +54.4% |
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