+109.1%
AMDL vs CAPR
+47.4%
+61.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.3% | -6.6% | +1.5% |
| 7D | -30.7% | +43.2% | -73.9% | -31.2% |
| 30D | -43.8% | +14.7% | -58.4% | -43.9% |
| 3M | -24.5% | +113.9% | -138.4% | -25.6% |
| 6M | +44.7% | -73.4% | +118.1% | +45.4% |
| YTD | +204.0% | -69.1% | +273.1% | +205.0% |
| 1Y | +109.1% | +47.2% | +61.9% | +103.4% |
| All | +109.1% | +47.4% | +61.6% | +103.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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