-98.6%
AMC vs FND
+70.0%
-168.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.5% | +5.3% | +2.9% |
| 7D | +5.5% | +6.8% | -1.3% | +3.5% |
| 30D | +16.1% | +13.1% | +3.1% | +11.8% |
| 3M | +43.0% | -13.1% | +56.0% | +48.7% |
| 6M | +130.7% | -0.6% | +131.2% | +127.7% |
| YTD | +121.8% | -15.5% | +137.3% | +129.5% |
| 1Y | +40.7% | -13.7% | +54.3% | +44.3% |
| 3Y | -56.8% | -35.0% | -21.8% | -53.3% |
| 5Y | -99.1% | -60.1% | -39.0% | -99.0% |
| All | -98.6% | +70.0% | -168.6% | -99.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling