+38.2%
AMC vs LII
-28.3%
+66.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.2% | +6.1% | +7.8% |
| 7D | +6.6% | -1.2% | +7.8% | +7.0% |
| 30D | +14.1% | -2.0% | +16.0% | +14.3% |
| 3M | +31.3% | -20.2% | +51.5% | +36.6% |
| 6M | +126.7% | -32.5% | +159.2% | +136.0% |
| YTD | +117.9% | -27.4% | +145.3% | +108.7% |
| All | +38.2% | -28.3% | +66.6% | +33.1% |
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