-97.7%
AMC vs TRI
+315.1%
-412.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.7% | +6.6% | +3.5% |
| 7D | +2.6% | -4.8% | +7.4% | +3.9% |
| 30D | +9.0% | +13.4% | -4.4% | +3.7% |
| 3M | +22.2% | +13.1% | +9.0% | +15.3% |
| 6M | +91.5% | +24.4% | +67.0% | +72.3% |
| YTD | +101.3% | -11.4% | +112.7% | +102.4% |
| 1Y | +20.8% | -15.6% | +36.4% | +23.8% |
| 3Y | -71.3% | -6.5% | -64.9% | -72.9% |
| 5Y | -99.2% | +5.3% | -104.5% | -99.3% |
| 10Y | -98.7% | +239.9% | -338.6% | -99.3% |
| All | -97.7% | +315.1% | -412.8% | -98.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling