+20.8%
AMC vs IBN
+14.0%
+6.8%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.2% | -2.2% | +0.1% |
| 7D | +2.6% | +15.1% | -12.5% | -4.4% |
| 30D | +9.0% | +21.6% | -12.6% | -1.5% |
| 3M | +22.2% | +11.2% | +11.0% | +16.1% |
| 6M | +91.5% | +27.8% | +63.7% | +62.8% |
| YTD | +101.3% | +14.7% | +86.6% | +71.7% |
| 1Y | +20.8% | +14.4% | +6.4% | +2.9% |
| All | +20.8% | +14.0% | +6.8% | +2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling