+40.2%
AMC vs EMB
+0.7%
+39.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.0% | +6.3% | +3.2% |
| 7D | +17.7% | +0.7% | +17.0% | +14.5% |
| 30D | +26.2% | +2.3% | +23.8% | +15.1% |
| 3M | +31.3% | -2.5% | +33.8% | +47.4% |
| 6M | +142.8% | -1.1% | +143.9% | +157.9% |
| YTD | +125.6% | -0.6% | +126.2% | +134.5% |
| 1Y | +40.2% | +0.6% | +39.6% | +36.2% |
| All | +40.2% | +0.7% | +39.6% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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