+38.9%
AMC vs S
+30.9%
+8.0%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | +3.5% | +2.0% | +1.5% | +3.0% |
| 30D | +12.5% | -2.7% | +15.2% | +13.1% |
| 3M | +23.6% | -6.9% | +30.5% | +25.0% |
| 6M | +144.4% | +38.1% | +106.3% | +117.4% |
| YTD | +108.3% | +48.0% | +60.3% | +75.6% |
| 1Y | +38.9% | +34.5% | +4.4% | +19.8% |
| All | +38.9% | +30.9% | +8.0% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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