+26.7%
AMC vs Q
+80.0%
-53.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.4% | -3.5% | -1.6% |
| 7D | -2.8% | +6.6% | -9.4% | -4.0% |
| 30D | +14.0% | +2.7% | +11.3% | +13.2% |
| 3M | +42.5% | -8.4% | +50.9% | +43.8% |
| 6M | +142.6% | -17.3% | +159.9% | +149.5% |
| YTD | +119.2% | +55.3% | +63.9% | +84.3% |
| 1Y | +40.7% | +31.5% | +9.3% | +20.3% |
| All | +26.7% | +80.0% | -53.3% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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