-98.7%
AMC vs IBN
+367.6%
-466.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.2% | +0.5% |
| 7D | +2.6% | +15.1% | -12.5% | -2.6% |
| 30D | +9.0% | +21.6% | -12.6% | +1.5% |
| 3M | +22.2% | +11.2% | +11.0% | +17.2% |
| 6M | +91.5% | +27.8% | +63.7% | +74.6% |
| YTD | +101.3% | +14.7% | +86.6% | +90.7% |
| 1Y | +20.8% | +14.4% | +6.4% | +14.4% |
| 3Y | -71.3% | +52.1% | -123.4% | -75.7% |
| 5Y | -99.2% | +70.7% | -170.0% | -99.4% |
| All | -98.7% | +367.6% | -466.4% | -99.2% |
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