-98.7%
AMC vs MKTX
+14.5%
-113.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.8% | +0.3% | -3.1% | -3.0% |
| 30D | +14.0% | +0.9% | +13.1% | +13.6% |
| 3M | +42.5% | +2.7% | +39.8% | +40.9% |
| 6M | +142.6% | +15.6% | +127.0% | +123.7% |
| YTD | +119.2% | -7.0% | +126.2% | +120.2% |
| 1Y | +40.7% | -1.2% | +42.0% | +37.0% |
| 3Y | -57.3% | -22.2% | -35.1% | -56.5% |
| 5Y | -99.1% | -53.7% | -45.4% | -98.9% |
| 10Y | -98.7% | +13.0% | -111.7% | -98.5% |
| All | -98.7% | +14.5% | -113.3% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling