+293.7%
CAH vs AMC
-98.9%
+392.6%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.4% | +0.7% | -2.7% |
| 7D | +0.5% | -0.8% | +1.3% | +0.5% |
| 30D | +1.7% | -1.2% | +2.9% | +1.7% |
| 3M | +17.9% | +42.2% | -24.4% | +17.2% |
| 6M | +10.9% | +118.8% | -107.9% | +9.6% |
| YTD | +17.9% | +64.1% | -46.2% | +16.8% |
| 1Y | +61.7% | -9.5% | +71.2% | +61.3% |
| 3Y | +183.7% | -64.3% | +248.1% | +183.8% |
| 5Y | +401.3% | -99.5% | +500.8% | +424.3% |
| 10Y | +293.7% | -98.9% | +392.6% | +300.2% |
| All | +293.7% | -98.9% | +392.6% | +300.2% |
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