+150.8%
AMLX vs SPY
+13.0%
+137.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.3% | +1.6% | +1.6% |
| 7D | +8.2% | -0.9% | +9.1% | +9.2% |
| 30D | +15.7% | -2.4% | +18.1% | +18.5% |
| 3M | +34.6% | -1.2% | +35.7% | +35.8% |
| 6M | +113.7% | +3.3% | +110.4% | +104.3% |
| YTD | +163.2% | +12.3% | +151.0% | +116.7% |
| 1Y | +150.8% | +12.4% | +138.3% | +105.7% |
| All | +150.8% | +13.0% | +137.8% | +105.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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