+42.4%
AMC vs TRI
-16.8%
+59.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.7% |
| 7D | +5.5% | -1.6% | +7.1% | +5.6% |
| 30D | +16.1% | +5.0% | +11.1% | +14.0% |
| 3M | +43.0% | +4.6% | +38.4% | +39.8% |
| 6M | +130.7% | +18.3% | +112.4% | +117.9% |
| YTD | +121.8% | -14.7% | +136.5% | +108.1% |
| All | +42.4% | -16.8% | +59.2% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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