-98.7%
AMC vs IBN
+364.2%
-462.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.5% | +1.3% |
| 7D | +5.5% | +15.8% | -10.3% | 0.0% |
| 30D | +16.1% | +25.1% | -9.0% | +7.0% |
| 3M | +43.0% | +16.0% | +27.0% | +35.2% |
| 6M | +130.7% | +32.8% | +97.9% | +107.6% |
| YTD | +121.8% | +18.0% | +103.8% | +108.1% |
| 1Y | +40.7% | +15.9% | +24.8% | +32.8% |
| 3Y | -56.8% | +57.6% | -114.5% | -63.8% |
| 5Y | -99.1% | +74.7% | -173.8% | -99.3% |
| 10Y | -98.7% | +373.9% | -472.6% | -99.1% |
| All | -98.7% | +364.2% | -462.8% | -99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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