+34.8%
CAH vs AMC
+40.5%
-5.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +8.3% | -7.3% | +1.2% |
| 7D | +7.8% | +6.6% | +1.3% | +8.0% |
| 30D | +15.5% | +14.1% | +1.4% | +15.9% |
| 3M | +16.3% | +31.3% | -15.0% | +17.2% |
| 6M | +50.0% | +126.7% | -76.6% | +52.6% |
| YTD | +34.7% | +117.9% | -83.2% | +36.4% |
| All | +34.8% | +40.5% | -5.7% | +37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling