-56.8%
AMC vs LII
-8.4%
-48.4%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +5.5% | +0.4% | +5.1% | +5.6% |
| 30D | +16.1% | -2.4% | +18.5% | +16.7% |
| 3M | +43.0% | -17.5% | +60.5% | +50.0% |
| 6M | +130.7% | -32.8% | +163.5% | +150.6% |
| YTD | +121.8% | -27.7% | +149.5% | +133.0% |
| 1Y | +40.7% | -28.1% | +68.7% | +48.0% |
| 3Y | -56.8% | -9.7% | -47.1% | -59.5% |
| All | -56.8% | -8.4% | -48.4% | -59.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling