+124.5%
AMT vs AMC
-98.6%
+223.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.3% | -8.2% | 0.0% |
| 7D | +0.4% | +6.6% | -6.2% | +0.3% |
| 30D | +3.7% | +14.1% | -10.4% | +3.5% |
| 3M | +10.7% | +31.3% | -20.5% | +10.3% |
| 6M | +9.3% | +126.7% | -117.4% | +7.9% |
| YTD | +10.9% | +117.9% | -107.0% | +9.5% |
| 1Y | +10.5% | +41.1% | -30.5% | +9.6% |
| 3Y | +15.5% | -61.0% | +76.5% | +15.3% |
| 5Y | -20.6% | -99.1% | +78.6% | -19.1% |
| 10Y | +124.5% | -98.7% | +223.2% | +112.1% |
| All | +124.5% | -98.6% | +223.2% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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