+467.1%
CAH vs AMC
-97.7%
+564.8%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.9% | -0.5% | +1.4% |
| 7D | +8.5% | +2.6% | +5.9% | +8.4% |
| 30D | +17.0% | +9.0% | +8.0% | +16.9% |
| 3M | +14.6% | +22.2% | -7.6% | +14.2% |
| 6M | +42.5% | +91.5% | -48.9% | +40.9% |
| YTD | +33.5% | +101.3% | -67.8% | +31.6% |
| 1Y | +38.5% | +20.8% | +17.8% | +37.6% |
| 3Y | +179.0% | -71.3% | +250.3% | +180.4% |
| 5Y | +507.2% | -99.2% | +606.4% | +535.5% |
| 10Y | +448.9% | -98.7% | +547.6% | +458.4% |
| All | +467.1% | -97.7% | +564.8% | +418.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling