-93.3%
AMC vs ROIV
+232.7%
-326.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.5% | +2.8% | +4.1% |
| 7D | +2.3% | +0.6% | +1.7% | +2.2% |
| 30D | -0.7% | +1.0% | -1.7% | -0.9% |
| 3M | +35.2% | +18.3% | +16.9% | +31.4% |
| 6M | +124.6% | +18.3% | +106.2% | +118.0% |
| YTD | +69.9% | +61.0% | +8.9% | +57.5% |
| 1Y | -2.6% | +177.9% | -180.5% | -16.4% |
| 3Y | -79.8% | +199.1% | -278.8% | -83.1% |
| 5Y | -99.4% | +250.7% | -350.1% | -99.7% |
| All | -93.3% | +232.7% | -326.0% | -97.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling