+40.2%
AMC vs LII
-26.0%
+66.2%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.6% | +3.7% | +6.6% |
| 7D | +17.7% | +7.9% | +9.8% | +16.1% |
| 30D | +26.2% | -0.6% | +26.8% | +25.9% |
| 3M | +31.3% | -19.3% | +50.7% | +36.1% |
| 6M | +142.8% | -29.8% | +172.6% | +150.3% |
| YTD | +125.6% | -25.4% | +151.0% | +115.2% |
| 1Y | +40.2% | -26.2% | +66.4% | +34.5% |
| All | +40.2% | -26.0% | +66.2% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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