+40.2%
AMC vs ROIV
+97.8%
-57.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +6.1% | +1.2% | +6.5% |
| 7D | +17.7% | +3.0% | +14.7% | +17.2% |
| 30D | +26.2% | +6.8% | +19.3% | +24.9% |
| 3M | +31.3% | +10.5% | +20.8% | +29.3% |
| 6M | +142.8% | +34.8% | +108.0% | +121.7% |
| YTD | +125.6% | +76.2% | +49.5% | +90.0% |
| 1Y | +40.2% | +92.4% | -52.2% | +12.2% |
| All | +40.2% | +97.8% | -57.6% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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