-99.3%
AMC vs LII
+19.9%
-119.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.0% | +3.9% | +2.9% |
| 7D | +2.6% | -0.6% | +3.2% | +3.1% |
| 30D | +9.0% | -4.6% | +13.6% | +11.0% |
| 3M | +22.2% | -21.2% | +43.4% | +36.1% |
| 6M | +91.5% | -36.4% | +127.9% | +129.9% |
| YTD | +101.3% | -28.9% | +130.2% | +123.1% |
| 1Y | +20.8% | -29.5% | +50.3% | +34.6% |
| 3Y | -71.3% | -8.6% | -62.8% | -76.5% |
| All | -99.3% | +19.9% | -119.2% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling