+40.7%
AMC vs ROIV
+104.3%
-63.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.5% |
| 7D | +5.5% | +14.3% | -8.8% | +3.4% |
| 30D | +16.1% | +16.2% | -0.1% | +13.5% |
| 3M | +43.0% | +15.1% | +27.9% | +39.8% |
| 6M | +130.7% | +44.2% | +86.4% | +108.9% |
| YTD | +121.8% | +89.8% | +32.0% | +85.8% |
| 1Y | +40.7% | +94.6% | -53.9% | +18.4% |
| All | +40.7% | +104.3% | -63.7% | +18.4% |
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