-49.1%
CHTR vs AMC
-12.8%
-36.3%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -3.9% | -4.2% | -8.0% |
| 7D | -15.8% | -6.8% | -9.0% | -15.5% |
| 30D | -12.7% | +1.7% | -14.3% | -12.6% |
| 3M | -1.1% | +26.8% | -27.9% | -4.0% |
| 6M | -39.9% | +117.7% | -157.6% | -45.0% |
| YTD | -35.9% | +57.7% | -93.6% | -40.5% |
| All | -49.1% | -12.8% | -36.3% | -52.7% |
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