+40.7%
AMC vs IT
-15.3%
+56.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.3% | -1.5% |
| 7D | -2.8% | -6.8% | +4.0% | -1.8% |
| 30D | +14.0% | -0.6% | +14.6% | +13.5% |
| 3M | +42.5% | +3.1% | +39.4% | +40.5% |
| 6M | +142.6% | +25.5% | +117.1% | +132.5% |
| YTD | +119.2% | -23.5% | +142.7% | +109.2% |
| 1Y | +40.7% | -16.6% | +57.4% | +31.5% |
| All | +40.7% | -15.3% | +56.0% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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