+1,003.6%
AMD vs ACI
+32.1%
+971.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.4% | +8.7% | +7.3% |
| 7D | +13.1% | -5.3% | +18.4% | +12.9% |
| 30D | -7.0% | +5.0% | -12.0% | -6.8% |
| 3M | +16.6% | +7.5% | +9.0% | +16.8% |
| 6M | +20.5% | -16.0% | +36.5% | +21.0% |
| YTD | +158.2% | -20.6% | +178.8% | +159.4% |
| 1Y | +132.8% | -23.5% | +156.3% | +134.4% |
| 3Y | +366.2% | -32.1% | +398.4% | +369.6% |
| 5Y | +278.7% | -42.5% | +321.2% | +282.7% |
| All | +1,003.6% | +32.1% | +971.5% | +854.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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